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...
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Newcleus Completes its Combination and Rebranding Strategies
Newcleus Completes its Combination and Rebranding Strategies NEWTOWN, Pa., Dec. 1, 2020 - Newcleus, LLC ("Newcleus") has completed its brand consolidation that began with the combination of Bank Financial Services Group, Meyer-Chatfield and Compensation Advisors approximately two years ago. With...
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...
2021 Resolution- Keep Your Key People
As you reflect on 2020 and the tremendous work your leadership team has put forth, you are likely thinking about...
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Communicating with Established Board Members
Communication within the board room is essential to the success of your credit union. While...
Frequently Asked Questions about CUOLI
Investing in Credit Union Owned Life Insurance (CUOLI/COLI) as a strategic benefits opportunity for your...
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...
2021 Resolution- Keep Your Key People
As you reflect on 2020 and the tremendous work your leadership team has put forth,...
