Corrigan & Company

For over twenty years, Corrigan & Company has worked with financial institutions in the highly specialized areas of Bank and Corporate-Owned Life Insurance (BOLI/COLI). We design and administer programs that are customized to meet our client’s objectives in the areas of Employee and Executive Benefits, Retirement Plans, and Deferred Compensation Programs. Our firm focuses its efforts in the Western United States, where we are well-known in our target markets. Contact us for more information about effective strategies for your financial institution.

What our clients say:

"For nearly twenty years, Corrigan & Company has been a trusted business partner of Columbia Bank.  During this time, Corrigan & Company has served as the primary consultant for our executive benefit and BOLI programs.  Their product knowledge, strategy formulation, and counsel is second to none, but more importantly, Corrigan & Company takes a thoughtful approach to creating customized solutions that meet our specific needs and objectives.  Their availability and response times are impressive as well, always resulting in a satisfying client experience."  

- Clint Stein EVP/Chief Operating Officer, Columbia Bank     

The principal place of business and the state of domicile for Corrigan & Company is:

315 E Canon Perdido, Suite B, Santa Barbara, CA 93101. T 800.456.3377 F 805.962.5053 info@corrigan-co.com

Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA /SIPC Corrigan & Company is independently owned and operated. Corrigan & Company is a member of M Financial Group. Visit here for detail

Administration

With our administrative partners, Corrigan & Company meets the most challenging of a financial institution’s administrative needs: timely and accurate plan information. The on-line systems we use provide comprehensive data, including asset and benefit liability accounting, concentration analysis, and participant statements, as well as supplemental tax and accounting support. In addition, we provide expert analysis, review, and a wide range of support for all matters pertaining to the BOLI/COLI asset class.  Our strategic partners and 3rd party administrators provide superior products and services for the benefit of our clients.

• On-Line Asset Accounting

Asset account services provided by reputable SAS Level II certified vendor partners

• Financial Analysis/Portfolio Review

Ongoing insurance company financial analysis and annual portfolio review meetings, in-person or by conference call, per client

• Support: Regulatory/Compliance/Accounting/Actuarial

Support for all regulatory and compliance matters related to BOLI asset class, as well as periodic benefit statements, and accounting and actuarial assistance, as required.

M Financial Group

www.mfin.com

NFP Executive Benefits

www.nfp.com

M Benefits Solutions

www.mben.com

The service culture of our bank was widely known to be the best among peers and competitors. To this end, Michael and his staff were professional, thorough, knowledgeable and available to cater to us at all times – matching our dedication to the highest standards of service and ethics.
— Kimberly Burgess, Executive Vice President, Greater Bay Bank Corp