Why Due Diligence Is Essential to Your Executive Benefits Plan

Credit unions charge board members with making decisions that are best for the membership and retain top management. One of the incentives they use is providing executive benefits and compensation packages that supplement an executive’s salary or bonuses. A common benefit is a split-dollar collateral assignment, a legal agreement between the credit union and executive […]

Webinar: Don’t Tell Anyone…But You’re Planning Your Exit Strategy

As a CEO or senior executive, exiting your credit union for retirement requires planning years ahead of your last day, mainly because your exit planning is more complicated than the average  credit union employee. For example, you have various savings instruments available to you, each with its own funding frequency, investment choices, and tax structure. […]