Executive Benefits
  Deferred Compensation Plans (DCPs)
  Supplemental Executive Retirement Plans (SERPs)

Employee Benefits
  Voluntary Benefits
  Long-Term Disability Plans (LTDs)
  Life Insurance Plans
  Group Life Plus

Institutional Funding
  Bank-Owned Life Insurance (BOLI)
  Corporate-Owned Life Insurance (COLI)
  Insurance-Owned Life Insurance (IOLI)
  Trust-Owned Life Insurance (TOLI)
  Mutual Funds
  Funding of Post Retirement Liabilities


Mutual Funds and other investments may be used to informally fund DCPs, SERPs and VEBAs. The focus is on investments that provide consistent returns over time, with acceptable volatility and reasonable tax efficiency so that the economics of the funding assists in the hedging of the liability and the cost effectiveness of the plan being funded. VerityPoint offers an open platform for companies interested in utilizing mutual funds to fund benefit related liabilities.


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