How LifeNotes Can Help Rescue a Deferred Compensation Plan

Stearns Financial Principal Eric Stearns and Senior Executive Consultant and Director of Business Development Jay Rogers are back on “C.U. on the Show,” sharing real-life use cases of their groundbreaking, proprietary method, the LifeNotes Strategy.  In previous episodes, Jay and Eric introduced the strategy and how it has helped credit unions fix or enhance their […]

LifeNotes Strategy Use Cases: How Credit Unions Can Add Flexibility to Life Insurance-Based Executive Benefits 

In a previous “C.U. on the Show” episode, Jay Rogers, senior executive consultant and director of business development at Stearns Financial, shared the firm’s groundbreaking LifeNotes Strategy. For over 40 years, Stearns Financial has worked with credit unions in succession and yield planning, retention, and balance sheet optimization. Its proprietary method involves credit unions and […]