Blogs & Articles

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

How to Retain Top Talent Using Executive Compensation

September 25, 2024

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. [...]

Top Six Reasons Why Smart Business Owners Use Life Insurance

September 14, 2024

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 […]

Leveraging Charitable Donation Accounts: A Strategic Tool for Credit Unions

August 29, 2024

Alex Bebis

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 [...]

Using Cash Value Life Insurance to Retain Top Talent

August 28, 2024

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 [...]

There are many reasons why you may no longer want or need your life insurance policy. Perhaps your beneficiaries will no longer need the life insurance proceeds after you are gone [...]

Exit Strategies for Life Insurance Policies

August 8, 2024

There are many reasons why you may no longer want or need your life insurance policy. Perhaps your beneficiaries will no longer need the life insurance proceeds after you are gone [...]

Today, the credit union employment market is highly competitive, and Supplemental Executive Retirement Plan (SERP) arrangements are frequently used to retain key employees [...]

Creating a SERP Philosophy & Why it’s so Important for a Credit Union

July 24, 2024

Steven Herrera

Today, the credit union employment market is highly competitive, and Supplemental Executive Retirement Plan (SERP) arrangements are frequently used to retain key employees [...]

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