Continued Service for Credit Unions

Continued Service for Credit Unions

We understand and appreciate that your credit union has implemented a supplemental retirement plan for its key executives. In order for the program to function properly, it is imperative that all parties, including the sponsoring organization, the valued participants, the insurance carrier, and the advisor, engage in meaningful and systematic communication. We provide the
following service platform for our credit union and key executive clients.

Credit Union Annual Reviews

(30 days before policy anniversaries)

  • Policy Performance Statements / Reports (Expected versus Actual Performance)
  • Allocation Discussion (Changes, Updates)
  • Product Updates / Improvements
  • Benefit Plan Updates / Changes

Participant Annual Reviews

(30 days before policy anniversaries)

  • Policy Performance Statement Review (Expected versus Actual Performance)
  • Allocation Discussion (Changes, Updates)
  • Product Updates / Improvements
  • Personal Planning Discussion Opportunity