This program leverages industry-leading financial services firms and an open-architecture platform, delivered by specialists with deep-rooted knowledge in credit union financial operations and regulatory compliance.
Expanded investment choices include equity and fixed income portfolios and insurance-based products. These non-703 investments, with some additional risk, may offer a higher than average rate of return on assets, as compared to traditional credit union investments.
Optimize your leadership, executive benefits and funding solutions strategies.
In partnership with CUES,
Deferred compensation plans continue to take new shapes in pace with emerging market needs. They require expertise and ongoing oversight to comply with changing regulations—and to further enhance your credit union’s investment. This popular ebook lays out a nine-step process to develop and maintain deferred compensation plans, and highlights industry trends with CUES Executive Compensation Survey data.
Download your copy today →
Learn how to use the NCUA Examiner's Guide with this important how-to compliance resource. By breaking down the complex, this ebook can help you avoid difficult and time-consuming NCUA examinations.
Download your copy today →
Cuna Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CMFG Life Insurance Company is a subsidiary of the CUNA Mutual Holding Company. Certain insurance products may be offered by CUNA Mutual Insurance Agency. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.
Securities and advisory services, when presented, are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Certain insurance products may be offered through LPL or its licensed affiliates. Registered representatives of LPL offer products and services as part of the executive benefits plans at CUNA Mutual Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CMFG Life Insurance Company or CUNA Mutual Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value
EXBEN-5678529.1-0523-0625