Valued & experienced
Funding Solutions
Leverage non-703 investments to help support your credit union's executive/employee benefit and charitable donation programs. Our consultative approach, open architecture platform, and non-proprietary investment options enable us to custom-build funding solutions to help meet your changing needs — as well as your organization's risk tolerance and investment preferences.
Our offerings
Seventy-two percent of credit unions with over $100 million in assets take advantage of non-703 investments for their funding solutions supporting executive/employee benefit and charitable donation programs. Join them in exploring the options below.¹
Customizable solutions
Explore Executive Benefit Solutions offerings for your credit union, including split dollar life insurance, executive bonus, 457(f) programs and more.
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