The Transformation of Executive Benefits: What it Means for Your Next Executive Search

Peter Sullivan CUNA Mutual Group at Convention – Monday, October 21 – 4:00 – 5:00 PM

Using an increased universe of investments to counteract continued low returns—and the rising costs of employee benefits. Hear how your credit union can strategically invest in funding solutions such as business-owned life insurance, annuities, and even stocks and bonds to substantially increase return on assets—as long as earnings are earmarked for an employee benefits program. Learn how to safely structure your program, so it’s not subject to the investment limitations of parts 703 and 704, how to ensure your plan remains in compliance and performs as it was designed.

Meet us on the Boardwalk!  Registration is OPEN for the 85th NJCUL Annual Convention and Meeting, at the brand-new Hard Rock Hotel & Casino in Atlantic City. Click HERE for more info and to register.