Innovative Solutions for Executive Benefits
Most of our competitors match COLI assets against plan liabilities monthly, or at best, weekly. Because of our integrated systems, KBA is able to aggregate all participant fund transfers and rebalance our clients' life insurance sub-account values on a daily basis, utilizing a Limited Power of Attorney. Keeping plan assets in line with plan liabilities, on a fund-by-fund basis, virtually eliminates our clients' market risk under the Plan. "Aggregate" hedging greatly streamlines daily funding transfers and provides greater protection against potential IRS challenges related to "constructive receipt" issues.