BOLI/COLI Stable Value Wrap Model

The Insurance and Pension Solutions Group (IPS) stable value fund wrap model is presented. The modeling approach is to be used for several two basic contract types involving stable value protection on Bank Owned Life Insurance funds (BOLI), and Company Owned Life Insurance funds (COLI).  These products are fundamentally the same but differ with respect to tax treatment and/or the specific details regarding the redemption of the funds or portions thereof.