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CUOLI: Is It Still Valuable to Your Credit Union?

CUOLI: Is It Still Valuable to Your Credit Union?

Kristie Hartmann   October 17, 2023  
Split Dollar 911: When Reality Disappoints by Sherman & Patterson, Ltd.

Split Dollar 911: When Reality Disappoints by Sherman & Patterson, Ltd.

Dale Edwards   September 27, 2023  
Utilize Life Insurance in Lieu of Cash When Recruiting

Utilize Life Insurance in Lieu of Cash When Recruiting

Alex Staron   August 28, 2023  
Healthcare Pay Cap in California: An Interview with Kirk Sherman of Sherman & Patterson, Ltd.

Healthcare Pay Cap in California: An Interview with Kirk Sherman of Sherman & Patterson, Ltd.

David Wright   July 28, 2023  
Eight Features Your Split-Dollar Plan Must Have to Avoid Catastrophe

Eight Features Your Split-Dollar Plan Must Have to Avoid Catastrophe

Ameya Dighe   June 28, 2023  
Split-Dollar in a Rising Interest Rate Environment – Is Your Plan Built to Last?

Split-Dollar in a Rising Interest Rate Environment – Is Your Plan Built to Last?

Alex Staron   May 12, 2023  
Ameya Dighe Authors CU Insight Article on Credit Unions Boosting Non-Interest Income

Ameya Dighe Authors CU Insight Article on Credit Unions Boosting Non-Interest Income

Ameya Dighe   January 12, 2022  
Zeinab Zangeneh Authors CU Management Article: Understanding Indexed Universal Life Insurance Policies

Zeinab Zangeneh Authors CU Management Article: Understanding Indexed Universal Life Insurance Policies

Zeinab Zangeneh   August 5, 2021  
David Wright Authors CU Management Article: Executive Benefits Programs’ Long-Term Success Is Rooted in Good Policy

David Wright Authors CU Management Article: Executive Benefits Programs’ Long-Term Success Is Rooted in Good Policy

David Wright   July 1, 2021  
Credit Union Times Cites Triscend<sup>NP</sup> Report: How CU Mergers May Affect SERPs

Credit Union Times Cites TriscendNP Report: How CU Mergers May Affect SERPs

David Wright   December 9, 2020  
Associations Now! Interviews David Wright in the article: Get Executive Pay Right

Associations Now! Interviews David Wright in the article: Get Executive Pay Right

David Wright   February 14, 2019  
David Wright Authors Forbes Post: Making Better Executive Benefit Decisions

David Wright Authors Forbes Post: Making Better Executive Benefit Decisions

David Wright   February 14, 2019  
Credit Union Times Interviews Triscend<sup>NP</sup>: New Excise Tax on CU Executive Pay

Credit Union Times Interviews TriscendNP: New Excise Tax on CU Executive Pay

Dale Edwards   February 14, 2019  
Triscend<sup>NP</sup> EVP Featured in Trustee Magazine: High-Performance Succession Planning

TriscendNP EVP Featured in Trustee Magazine: High-Performance Succession Planning

Alex Staron   September 1, 2017  
Dale Edwards Featured in Trustee Magazine: Protecting the Nest Egg

Dale Edwards Featured in Trustee Magazine: Protecting the Nest Egg

Dale Edwards   July 1, 2016  
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