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(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.

Key Features

  • Consultative, open-architecture plan design with alignment to strategic goals
  • Expanded investment options, including non-703 funds
  • Due diligence and compliance support, including National Credit Union Administration (NCUA) regulatory administrative support

Today more than 3,900 executives at 1,300 credit unions have one or more CUNA Mutual Group Executive Benefits Plans.1 Leverage our deep institutional knowledge of employee benefits and credit union financial management.

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.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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.
457B, 457F-1791450.6-0722-0824