Executive Benefits Plans

The unexpected departure of an executive could upset your entire leadership structure. That’s one reason credit unions offer a supplemental benefits plan today.

To stay competitive with your executive compensation and support your leadership continuity, offer a customizable executive benefits program that serves your credit union’s unique needs for long-term success.

How can we help you retain your key leaders?

457(b) Plan

Help executives save beyond the limits of a 401(k) plan.

457(f) Plan

Customize payout amounts and funding solutions.

Executive Bonus Plan

Help your executives retire on their terms.

Split- Dollar Life Insurance

Add value to executive compensation packages.

Benefits for You

  • Customizable plan options to fit your strategic goals and your budget
  • Unbiased funding solutions – hand-picked by experienced specialists from a variety of top financial services firms
  • Comprehensive due diligence and compliance support from one of the nation's most established providers of credit union executive benefits

Today more than 3,900 executives at 1,300 credit unions have one or more CUNA Mutual Group Executive Benefits Plans.1 You can be confident we’ll support you throughout the life of your plan.

Want more options? Contact your sales executive to choose additional executive benefits plans, such as Executive Disability, Executive Long-Term Care and Key Person Insurance to complement your benefits package.

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1CUNA Mutual Group internal data 12/31/21.
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. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member, FINRA/SIPC, 2000 Heritage Way, Waverly, Iowa 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.
457B, 457F-1791450.5-0422-0524