09/28/2022St. Louis, MO

CBAI 48th Annual Convention & Expo

Join us to review the executive benefit options available for credit unions. This webinar will provide a solid foundation for future discussions or a great refresher if it's been a while since you reviewed the options.

Here’s what will be covered: 457s, REBAs, Split Dollar plans and more. Feel free to email any questions you might know in advance. We want to answer your questions regarding executive benefits!

9/28-10/1

3 Simple Steps to Finding Your Tailored Solution

1

We'll start by asking a few questions and listening to your challenges and concerns.

2

We then research and collaborate, including our network of experts as needed.

3

Lastly, we tailor a solution that fits where you are and builds a roadmap to your goals.

Let’s start the conversation

Just fill out the form, call 855-492-5334 or email us.