To register: Please click ‘Register Now’ above and fill out the form. 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.
A deep dive into Split Dollar plans along with the potential risks involved.
Reasons to offer a Split Dollar plan
Risks to the credit union and executive based on design and products utilized
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. CRN202302-278748