Executive Benefits & Funding Solutions

Customizable Plans to Suit Your Unique Needs

As credit unions continue to evolve and adapt to massive changes in the financial services industry, competition for key executives is inevitable. Now’s the time to customize your executive benefits program to help retain and attract the forward-thinking leaders your credit union needs to succeed. Plus, you could offset this and other employee benefits expenses using our funding solutions that take advantage of expanded investment options.

Charitable Donation Account

Donate earnings to charity and retain income for other credit union initiatives.

Executive Benefits Plans

Customize plan options to fit your strategic goals and your budget.

Total Benefits Pre-Funding

Offset benefits expenses using expanded investment options.

Experienced Provider, Licensed Support

With CUNA Mutual Group’s Executive Benefits Program and Funding Solutions, you gain access to industry professionals who specialize in fiduciary and compliance requirements. Plus, we work with leading providers, giving you flexibility to build a program that supports your unique leadership continuity and strategic goals.

Benefits for You

  • Unbiased plan design with assistance from experienced specialists who work with a variety of leading providers and an open architecture platform to suit your specific needs
  • Insightful advice based on proprietary compensation data from 3,900 executives and more than 1,300 credit unions1
  • Expanded investment options (opens a PDF in a new window) to help you pay for benefits plans and charitable contribution initiatives

As the trusted credit union provider, you can be confident we’re always looking out for your best interests today — and throughout the life of your program.

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112/31/21 CUNA Mutual Group internal data.
Proprietary insurance is underwritten by CMFG Life Insurance Company. Proprietary and brokered insurance is sold by CUNA Mutual Insurance Agency, Inc., a wholly owned subsidiary. This insurance is not a deposit and is not federally insured or guaranteed by your credit union. For more information, contact your Executive Benefits Specialist at 800.356.2644. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 2000 Heritage Way, Waverly IA 50677, toll-free 866.512.6109. Insurance and annuity products are sold through CMFG Life Insurance Company. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.