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SERP 101 – General SERP Overview

Our Speakers

Bruce Smith
Bruce Smith, CFA®
Senior Partner,
OM Financial Group
Christopher Jones
Chris Jones, ChFC®, CLU®, CFP®
Senior Partner,
OM Financial Group
Morgan McKinney
Morgan McKinney
Executive Benefit Consultant,
OM Financial Group


06/16/2021 1:00 pm ET



To register: Please click ‘Register Now’ above and email us your preferred date. We will forward the Zoom link after we receive your request.

If none of these dates work for you - no problem! We would be glad to schedule a custom time and date for the presentation. Feel free to share the schedule with anyone you think would benefit from participating.

This webinar provides an overview of the rationale for a SERP and how the two available options work – 457(f) and Split Dollar.

We also address:
  • The impact of a SERP to the credit union and the executive from both an income and tax perspective
  • The difference of using Indexed Universal Life (IUL) insurance vs. Whole Life insurance
  • The impact that the new NCUA Examiner Guidance (10/2017) and 2018 Tax Law changes have on SERPs