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Split-Dollar Life Insurance

Support for your succession strategy.

In the last four years, there has been a 54% increase in the number of split-dollar plans at credit unions.1 By splitting the cost and the benefit of life insurance ownership between your credit union and its key executives, you have a cost-effective way to retain your top talent. With customizable features, including payout terms and plan structures based on interest rate environments, you’ll have a plan that fits your budget—and your leadership continuity plan.

Benefits for You

  • Flexible payout terms based on the executives’ years of service, retirement and other milestones
  • Customizable to suit different interest rate environments—with guidance from our knowledgeable team
  • Recoup the cash you put into the plan, along with the opportunity to generate interest income

Every situation is different. You can trust our non-commissioned specialists to help you customize a plan that meets your strategic goals. To request your no-cost consultation, call 800.798.0770, extension 665.8507.

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  • 457(b) Plan
  • 457(f) Plan
  • Executive Bonus Plan
  • Split Dollar Life Insurance
1CUNA Mutual Group internal data, December 31, 2017.CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. 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. For more information, contact your Executive Benefits Specialist at 800.356.2644. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, 2000 Heritage Way, Waverly IA 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.
EBSD-1538559.3-0818-0920