The current interest rate environment is negatively affecting all retirement plans. Specifically – split dollar, whole life and index universal life (IUL) plans are being affected by the dividend and reduced cap rates.
Join Chris Jones and Bruce Smith for an informative webinar as they share their years of experience and cover:
- Aspects of credit union oversight of a SERP plan
- Risks to the credit union and the executive based on the various Split Dollar SERP designs and products utilized
- Mitigation strategies should any material weaknesses in design or product performance be uncovered
Participants will be offered a complimentary stress test analysis of their current plan.
