Challenges Facing Credit Unions

We understand that credit unions face fierce competition in acquiring and retaining talent. We can help you create an evidenced-based plan that will help you attract and retain top talent.

  • Retaining top performers

  • Qualified Plans restrict contributions

  • Impact on Financials

Retaining top performers

Top tier talent lured away by credit unions with deeper wallets

Qualified Plans restrict contributions

Qualified retirement plans fail to incentivize executives to stay

Impact on Financials

Some benefit plans have more impact on the income statement and balance sheet than others

From the blog

A Better Bottom Line

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Broker Proposing a SPIA for a Split-Dollar Loan Plans? No, Thank You.

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Whole Life or Indexed Universal Life for Split-Dollar Loan?

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The Risks and Rewards of Executive Benefit Plans

Find out how credit unions can attract, retain, and reward top talent AND see the red flags of a program not implemented and serviced correctly.

Learn more with R. Scott Richardson, JD, President & CEO
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Our deep network gives us access to a variety of carriers and products:

Value People

  • SERP: Supplemental Executive Retirement Plans
  • My Financial Coach
  • Deferred Compensation Plans
  • Split Dollar Loans
  • Section 162 Plans
  • Life Insurance
  • Disability Insurance
  • Long-term Care Insurance

Improve Earnings

  • BOLI-Business Owned Life Insurance
  • Third Party Managed Accounts
  • FA: Funding Agreements
  • Fee Income Strategies

Protect Assets

  • Business Succession Planning
  • Key Person Planning
  • Private Placement Life Insurance and Annuities
  • Retail Life Insurance and Annuities

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.