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

PRODUCTS

Over the years, we have been highly selective about the products and services we have chosen to offer. In order to be included among our offerings, a product or service must not only make sense for our target market but we must also determine that our firm can add something uniquely important to the distribution process.

• BOLI Financing of Existing Benefits Programs

• Supplemental Executive Retirement Plans (SERPs)

• Post-Retirement Health Insurance Plans

• Long-Term Incentive Plans

• Long-Term Care Insurance

• Deferred Compensation Programs

• Death Benefit Only and Split Dollar Life Insurance Plans

M Financial Logo with TM.PNG

M Financial Group Products

Our partnership with M Financial Group (M) affords us access to proprietary products that are designed specifically for our clients with performance features that are not available to other buyers. In addition, as an M member firm, we typically share in the underlying mortality risk of the policies we sell, placing us in the unique position of influencing product design in order to maximize longterm performance for our clients.

Answers to more of your questions about M Financial Group

It was clear to us that Corrigan & Company had a tremendous knowledge of the product that they were offering, and a good understanding of our industry. This combination of attributes made it easy to work with them to develop a plan that served the best interest of our executive officers, while honoring our responsibility to the bank’s shareholders.
— Bill Humphreys, Sr. President/CEO/Director, Citizens Bancorp