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...
by Kristie Hartmann | Mar 19, 2022 | Blogs
All supplemental executive retirement plan arrangements should be established by a contractual arrangement between the organization and participating executive. These agreements define the terms of the plan, the rights and responsibilities of the parties, and the key...