Blogs & Articles

Providing a supplemental executive retirement plan (SERP) to key executives significantly enhances an organization’s ability to attract, reward, and retain its most important people. One of the most popular SERP designs used by credit unions is a 457(f) plan. [...]

Life insurance is more than what meets the eye. Forbes writes that life insurance is primarily purchased for risk management. How so? Life insurance helps families manage the risk of financial survival after the loss of a breadwinner. [...]

Retain top talent in your organization by using executive compensation, like corporate-owned life insurance (COLI), to fund employee benefit programs. […]

Life insurance is a crucial component of maintaining and growing a successful company Most smart business owners recognize the importance of using life insurance to protect themselves, their families, and their companies. [...]

Credit unions have always been at the forefront of community support, rooted in the principle of “people helping people.” While this ethos is evident in the day-to-day operations of credit unions […]

There are a lot of questions when it comes to cash value life insurance…what is cash value life insurance? What are the benefits? How can it help your organization retain top talent? Let’s answer all of these questions [...]