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With a strong foothold in the industry, our vision is to develop, implement, and manage plans designed specifically for your credit union organization that promote innovative income generation opportunities and support top-level executive retention.
Because of our depth of expertise and breadth of services, Newcleus Credit Union Advisors confidently brings best-in-class strategies, powerful products, and top-line support. Partner with us to see the difference.

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knowledge center

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 […]

Should you lower the rate on your CEO/Executive’s Split-Dollar Loan?
Should you lower the rate on your CEO/Executive’s Split-Dollar Loan? Loan Regime Split Dollar (also known as Collateral Assignment Split […]