Executive Benefits Plans

The unexpected departure of an executive can cost you 400% of their annual salary.1 That’s one reason why 50% more credit unions offer a supplemental benefits plan today, as compared to just two years ago.2 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?

Benefits for You

  • Customizable plan options to fit your strategic goals and your budget
  • Unbiased funding solutions (Opens in new window) – hand-picked by experienced specialists from a variety of top financial services firms
  • Comprehensive due diligence and compliance support from one of the nation's most established providers of credit union executive benefits

Today more than 3,700 executives at 1,200 credit unions have one or more CUNA Mutual Group Executive Benefits Plans.3 You can be confident we’ll support you throughout the life of your plan.

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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CUESolutions Platinum ProviderCUNA Mutual Group has partnered with CUES as an industry expert for Executive Benefits, Pre-Funding and Retirement Solutions. 

  • Charitable Donation Account
  • Executive Benefits Plans
  •   457(b) Plan
  •   457(f) Plan
  •   Executive Bonus Plan
  •   Split Dollar Life Insurance
  • Total Benefits Pre-Funding
Non-Qualified Executive Benefits: A Guide for Credit Union Leadership
Non-Qualified Executive Benefits: A Guide for Credit Union Leadership

Learn rationale for providing deferred compensation plans as an effective means to recruit, retain and reward talented executives and support succession planning.

1https://www.eremedia.com/tlnt/what-was-leadership-thinking-the-shockingly-high-cost-of-employee-turnover (Opens in new window). 2CUNA Senior Executive Total Compensation Survey 2012-13 and 2014-15. 3CUNA Mutual Group internal data, 12/31/16. Proprietary insurance is underwritten by CMFG Life Insurance Company. Proprietary and brokered insurance is sold by CUNA Mutual Insurance Agency, Inc., a wholly owned subsidiary. This insurance is not a deposit and is not federally insured or guaranteed by your credit union. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member, FINRA/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Insurance and annuity products are sold through CMFG Life Insurance Company. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.
457B, 457F-1791450.1-0517-0619