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Credit Unions

Your 457(f) Plan and the Impact of the new 21% Nonprofit Excise Tax
Published by CUNA Councils

By now, anyone who has been paying attention knows that the 2017 Tax Act holds significant ramifications for nonprofit organizations, […]

Credit Union Alert – FASB Update
Published by CUNA Councils

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

Maximizing Your 457(f) Plan
Published by CUNA Councils

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

Solving the “Days Cash on Hand Yield Dilemma” for Hospitals and Medical Clinics in a Low Interest Rate Environment

In today’s low interest rate environment, how can hospitals and medical clinics expect to achieve any sort of meaningful net yield on DCOH?

The Top Four Challenges Non-Profits Face

Non-profit leaders know the road to making a difference is long, bumpy, and difficult — 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

Maximizing the Value of Your Real Estate or Construction Business

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect […]

Skilled Labors’ Day – Keeping Top Workers Engaged and Employed (published in the San Diego Business Journal)

Fetch a Higher Price for Your Business by Retaining Your Key Employees

The reality and risks of losing key employees during the process of a sale..

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 […]


The Importance of a Written Policy Analysis & Review (PAR)

What are Life Insurance Settlements?

This report defines and explains everything you need to know about life insurance settlements and includes case studies.

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, […]

Using Life Insurance to Equalize Inheritances

Deciding what to leave to your heirs is a basic consideration when developing your…