by Kristie Hartmann | Jun 25, 2024 | Articles
In heavily regulated industries, like credit unions and healthcare, the need for transparency is not just a best practice — it is a critical component of compliance and risk management within executive benefits administration. Understanding the complexities involved...
by Kristie Hartmann | Oct 17, 2023 | Articles
By Kristie Hartmann What is CUOLI? Credit Union Owned Life Insurance—or CUOLI—is a type of insurance that a credit union typically implements utilizing the lives of one or more of its executives. While participating executives must consent to the placement of life...
