Successfully recruiting and retaining quality executives is one of the keys to creating long-term business stability and profitability. We offer a variety of executive benefits plans that can help you do just that, including split dollar plans, 457(f) deferred compensation programs and 162 executive bonus plans.
We’ll work with you to design a plan that is best for your organization. With an executive benefits plan customized by O.M. Financial, you’ll:
Create lasting, mutually beneficial relationships with top executives
Provide executives with retirement options that are simpler and more flexible than other plans
Improve succession planning
Contact us today and ask for a free comparison of an OM Financial Group plan to any options you’re considering so you can be sure you choose the best program for your credit union.
Securities, investment advisory, and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). O.M. Financial Group, LLC is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies. Supervisory Office: 101 Federal Street, Suite 800, Boston, MA 02110. Tel: 617.439.4389. Products and services offered are: NOT A CREDIT UNION DEPOSIT • NOT NCUA INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE CREDIT UNION • MAY GO DOWN IN VALUE.