How LifeNotes Can Help Rescue A Deferred Compensation Plan
Stearns Financial Principal Eric Stearns and Senior Executive Consultant and Director of Business Development Jay...
02Feb
01Feb
How Credit Unions Can Reduce the Opportunity Cost of Depreciating Life Insurance Assets
Credit unions commonly use life insurance-based executive benefits, such as collateral assignment split dollar plans to...
01Feb
LifeNotes Strategy Use Cases: How Credit Unions Can Add Flexibility to Life Insurance Based Executive Benefits
In a previous “C.U. on the Show” episode, Jay Rogers, senior executive consultant and director...