Executive Benefit Overview for Credit Union Leadership

This overview webinar will provide a solid foundation for important discussions as you consider alternatives and gather information on how to approach your benefit planning/design.
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Some of the areas to be covered in our executive benefit options for credit unions webinar include:

  • 457s
  • REBAs
  • Split Dollar Loan Plans
  • and more!


Chris Richardson

Chris Richardson aspired early in life to earn his wings – and he accomplished his goal. After serving in the U.S. Air Force for nearly two decades, he retired as Lieutenant Colonel. The military expertise he gained is foundational as he helps his clients gain financial independence.

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3 Simple Steps to Finding Your Tailored Solution


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


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


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.