a history of excellence success for your future
our bank advisory mission
Our dynamic model and personal approach set us apart. Our competitive difference is the way we build and sustain our relationships providing uncommon support through the life of the project.
MINTS, our secure, proprietary client portal, provides our clients access to plan documents, customized reporting, and the thorough analysis needed to properly administer our non-qualified benefit plan programs.
Our comprehensive and future-focused succession planning services help you identify and develop future talent opportunities that ensure protection for decades to come.
When it comes to commitment and service, Newcleus is #1!
engage with our seasoned experts
With multiple years in the financial industry, our bank advisors have the expertise and vision to develop, implement, and administer plans designed specifically for your organization with income generation and top-level employee retention in mind.
Because of our depth of expertise and breadth of services, we’re able to bring our clients outstanding customized solutions.
join us to power your career
With product offerings and advising services that are second to none in the industry, consider Newcleus for long-term career success. Check out our current opportunities.
knowledge center
Improving CEO and Board Member Communications
When people think of board member and credit union communication, many may initially think of conflict. The most successful credit […]
Communicating with Established Board Members
Communication within the board room is essential to the success of your credit union. While it may be easy to […]
Frequently Asked Questions about CUOLI
Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your key executives can provide major […]