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Credit Unions

Credit Union Alert – FASB Update
π˜—π˜Άπ˜£π˜­π˜ͺ𝘴𝘩𝘦π˜₯ 𝑏𝑦 πΆπ‘ˆπ‘π΄ πΆπ‘œπ‘’π‘›π‘π‘–π‘™π‘ , π‘π‘œπ‘£. 27, 2017

Utilizing equity securities, like stocks, mutual funds, and exchange-traded funds, has historically been a reasonable way to invest ….

Maximizing Your 457(f) Plan
π˜—π˜Άπ˜£π˜­π˜ͺ𝘴𝘩𝘦π˜₯ 𝘣𝘺 π˜Šπ˜œπ˜•π˜ˆ 𝘊𝘰𝘢𝘯𝘀π˜ͺ𝘭𝘴, 𝘚𝘦𝘱𝘡. 11, 2017

As a key executive , you know that the success of any credit union is determined by the quality of the people…..

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 […]

Choosing the Right Leader for a Credit Union

Change is inevitable. At some point, every company must deal with the issue of succession, whether planned or due to […]

Non-Profit Organizations

The Top Four Challenges Non-Profits Face

Non-profit leaders know the road to making a difference is long, bumpy, and difficult β€” some would say running a […]

Three Steps to Achieving Financial Stability for Non-Profit Hospitals

Achieving financial stability as a non-profit hospital is no simple feat. With a limited budget for attracting and retaining key […]

Recruiting for Non-Profit Boards

Non-profits rely on knowledgeable, experienced board members to lead them to success. So, what happens when you can’t find the […]

Four of the Biggest HR Struggles for Universities

Human resources departments are beginning to face some significant challenges as they struggle to refine their roles in a modern […]

Privately-Held Businesses

Planning with Business Owners

The Magnitude of Planning now can last several Generation…

Life Insurance Can Benefit Succession Plan

Estate planning often presents challenges for family business owners as they strive to plan for business continuity….

Establishing an Employee Retention Strategy

Don’t misinterpret your most successful, driven employees as your most loyal. Over 25% of employees are currently at high risk […]

COLI for Executive Compensation

Corporate-Owned Life Insurance (COLI) is a common funding vehicle for executive compensation obligations. COLI is a life insurance policy owned […]


Why Families Use Life insurance

Don’t turn a personal tradegy into financial hardship for your family…

Planning Provides Peace of Mind

It is a great feeling to know that your family is protected…

Charitable Gifts of Premium for Life Insurance

Longtime supporters a museum creat a charitable legacy….

Planning for Foreign Nationals

Estate & business succession planning for mexican nationals resident & nonresident introduction succession planning is not easy, but it’s one […]

Don’t Overlook this Key Planned Giving Tool

For decades, multitudes of charities have benefitted from the wise investment choices of savvy benefactors. With thoughtful and conservative planning, […]