Whitepapers

Understanding Indexed Universal Life Insurance in Today’s Market: A Practical Framework for Leaders

In today’s uncertain economy, steady stewardship matters more than ever. With interest rates fluctuating, market returns uneven, and economic volatility now a fact of life, leaders of mission-driven organizations are being asked to do more with less while safeguarding the long-term stability of their institutions.

May 1, 2025

Alexander Bebis

Click to Download Article

Succession Planning Without Retention Planning is a House of Cards

Effective CEO succession planning can lead to a great internal successor. However, succession planning should not stop at the CEO. A key component of succession planning is retention planning for key executives and failure to provide comprehensive strategies for key leadership positions can leave the credit union vulnerable.

February 19, 2025

Ryan Millman

Click to Download Article

Blogs & Articles

As tax season rolls around and consumer spending takes a dip, credit unions often find themselves sitting on a surplus of liquidity […]

How CU CEOs Can Turn Excess Cash into a Strategic Advantage

April 10, 2025

Lynn Weirick

As tax season rolls around and consumer spending takes a dip, credit unions often find themselves sitting on a surplus of liquidity […]

Can your credit union grow financially while giving back? Absolutely. Credit unions are uniquely positioned to drive meaningful change in their communities while maintaining financial strength [...]

The CEO’s Guide to Purpose-Driven Growth: Balancing Financials & Community Impact

February 12, 2025

Carly Wilhelm

Can your credit union grow financially while giving back? Absolutely. Credit unions are uniquely positioned to drive meaningful change in their communities while maintaining financial strength [...]

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 [...]

Explore Our Solutions

Learn how Acumen can help you thoughtfully implement a deferred compensation plan that strengthens your leadership, provides invaluable benefits, and ensures maintaining financial health and regulatory compliance.