Blogs & Articles

Credit unions use the cash value of Corporate-Owned Life Insurance (COLI) as a tool to help them generate higher yields to offset the rising costs associated with employee benefits programs […]

Why Do Credit Unions Use Corporate-Owned Life Insurance (COLI)?

January 7, 2025

Scott B. Hinkle

Credit unions use the cash value of Corporate-Owned Life Insurance (COLI) as a tool to help them generate higher yields to offset the rising costs associated with employee benefits programs […]

Did you know that credit unions have some unique opportunities to invest in products and services that are typically off-limits? NCUA Sections 20 and 21 allow credit unions to [...]

Using CUOLI to Fund Section 20 and 21

December 25, 2024

Did you know that credit unions have some unique opportunities to invest in products and services that are typically off-limits? NCUA Sections 20 and 21 allow credit unions to [...]

Split-dollar life insurance is a unique type of life insurance policy that can be extremely beneficial for businesses, including nonprofits and credit unions, and their key employees [...]

The Importance of Understanding Split-Dollar Insurance

November 21, 2024

Scott B. Hinkle

Split-dollar life insurance is a unique type of life insurance policy that can be extremely beneficial for businesses, including nonprofits and credit unions, and their key employees [...]

Charitable organizations are seeing their donations decrease in value due to inflation. In order to keep pace with rising costs, it is important for nonprofit organizations to diversify their assets [...]

How Can Your Nonprofit Keep Pace with Rising Costs?

November 14, 2024

Charitable organizations are seeing their donations decrease in value due to inflation. In order to keep pace with rising costs, it is important for nonprofit organizations to diversify their assets [...]

Non profits are always looking for ways to do more with less. These organizations are accountable to their Boards of Directors, donors, and to government oversight post submission of their form 990. All things considered [...]

How Non Profits Use COLI to Fund Executive Comp Packages

October 23, 2024

Non profits are always looking for ways to do more with less. These organizations are accountable to their Boards of Directors, donors, and to government oversight post submission of their form 990. All things considered [...]

Succession planning is essential for any organization, but it holds particular significance in credit unions. These member-owned institutions rely heavily on stable leadership […]

The Importance of Succession Planning in Credit Unions

October 17, 2024

Lynn Weirick

Succession planning is essential for any organization, but it holds particular significance in credit unions. These member-owned institutions rely heavily on stable leadership […]

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