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How Well-Planned Compensation Can Help Diversify Retirement Income

How Well-Planned Compensation Can Help Diversify Retirement Income

by Feminella, Amy | Sep 12, 2021 | Bank advisors, Compensation Advisors, Insights, News

Key Points When it comes to a key executive’s retirement income, well-planned compensation ensures that they don’t put all their eggs in one basket. Bank‑Owned Life Insurance (BOLI) is one way to diversify retirement income. BOLI creates a tax-advantaged increase in...
Meet Tedd Meyer, Director at Newcleus Credit Union Advisors

Meet Tedd Meyer, Director at Newcleus Credit Union Advisors

by Feminella, Amy | Aug 15, 2021 | Credit Union Advisors

At Newcleus, we believe in providing our clients with full transparency. In an effort to display this value, we’ve decided to give you a little insight into who our team is beyond Newcleus. We’ll start with a Q&A with Tedd Meyer, Director at Newcleus Credit Union...

Fitzgerald-Ben Hill County Chamber of Commerce Receives $500 Donation

by Feminella, Amy | Aug 11, 2021 | Bank advisors, Compensation Advisors, News, We are Newcleus

Fitzgerald-Ben Hill County Chamber of Commerce Receives a $500 Donation Fitzgerald-Ben Hill County Chamber of Commerce receives a $500 donation from Newcleus Compensation Advisors: Last month Newcleus Bank Advisors, JR Llewellyn and Charlie Hicks, attended the...
A Letter From the Newcleus CEO, Daniel Barbaree

A Letter From the Newcleus CEO, Daniel Barbaree

by Feminella, Amy | Aug 6, 2021 | Bank advisors, Compensation Advisors, Conferences, Credit Union Advisors, Insights, News, We are Newcleus

  A Letter From the Newcleus CEO, Daniel Barbaree It’s a new day with a bright future for Newcleus. Newcleus has completed a strategic transaction with a private equity fund managed by Waterfall Asset Management (the “Waterfall Fund”). This transaction marks a...
Newcleus Announces Acquisition by Waterfall Sentinel Fund

Newcleus Announces Acquisition by Waterfall Sentinel Fund

by Feminella, Amy | Aug 3, 2021 | Bank advisors, Compensation Advisors, Credit Union Advisors, Featured, News, Stream, We are Newcleus

  Newcleus Announces Acquisition by Waterfall Sentinel Fund – a Milestone Transaction                                                                                                       Newcleus, LLC, (“Newcleus”), a leading...
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