by Feminella, Amy | Apr 24, 2022 | Credit Union Advisors, Insights
Credit unions are looking for alternative investments as a result of extra cash on their balance sheets, persistently low investment yields, and the need for income predictability. One of the alternative investments that many credit unions of all sizes are using is...
by Feminella, Amy | Jul 11, 2021 | Bank advisors, Compensation Advisors
When it comes to life insurance, the myriad of options available can be overwhelming. But has your bank considered the benefits of utilizing bank-owned life insurance? According to research, bank-owned life insurance (BOLI) is a strategy that more than 75% of banks...
by Feminella, Amy | Apr 14, 2021 | Credit Union Advisors, Insights
Loan regime split dollar, also known as collateral assignment split dollar, has become a very popular deferred compensation arrangement for credit unions and nonprofit executives. When structured appropriately split-dollar plans are relatively flexible and have...
by Feminella, Amy | Jan 11, 2021 | Credit Union Advisors
Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your key executives can provide major advantages for your Credit Union. Having a properly structured CUOLI plan can be beneficial to both your business and your key...
