Executive Benefits

Is your current retirement plan plagued by market risk, thus underperforming, causing you to fall short of your target?  Are you thinking about the taxable event waiting for you in retirement or will your current plan cause lump sum taxation issues? Our team can show you the value of proper planning and how your plan stacks up.  Here are a few reasons why our customized, retirement strategies have been adopted by credit unions nationwide.


Advantages to Credit Union

  • Provides flexibility
  • Helps to attract and retain executive & senior talent
  • Self-Completing


Advantages to Executive

  • Generates tax efficient retirement income
  • Executive owned
  • Provides a death benefit for estate planning