Executive Benefit Solutions

Customizable plans

As credit unions continue to adapt to significant developments in the economy, financial services industry and job market, competition for key executives is more critical than ever to your organization’s long-term success.

Now’s the time to customize your executive benefits program to address the changing needs of your leadership – and leverage funding solutions that take advantage of expanded investment options and may help your bottom line.

Charitable Donation Account

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

Executive Benefits Plans

Tailor plan options to fit your strategic goals and budget.

Total Benefits Pre-Funding

Offset benefits expenses using expanded investment options.

Rely on our experience

Our team brings 20 years average tenure in financial services, and established collaboration with third-party providers, to create open architecture programs aligned to your strategic objectives.

  • Enhance your benchmarking with data-driven insights from proprietary compensation data from 3,900 executives and more than 1,300 credit unions1
  • Seek increased funding for your programs through expanded investment options (opens a PDF in a new window)
  • Strengthen your compliance oversight by interpreting and administering changing regulations through Cuna Mutual Group’s relationship with the National Credit Union Administration (NCUA)

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112/31/21 CUNA Mutual Group internal data.

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Cuna Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries, and affiliates. CMFG Life Insurance Company is a subsidiary of the CUNA Mutual Holding Company. Certain insurance products may be offered by CUNA Mutual Insurance Agency. Each insurer is solely responsible for the financial obligations under the policies and contracts it issues.

Securities and advisory services, when presented, are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Certain insurance products may be offered through LPL or its licensed affiliates. Registered representatives of LPL offer products and services as part of the executive benefits plans at CUNA Mutual Group. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of CMFG Life Insurance Company or CUNA Mutual Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.