Find New Income Opportunities in Employee Benefits Pre-Funding Plans and Charitable Donation Accounts

Webinar Date: February 25, 2021

After a challenging year, many credit union executives and their boards are seeking additional income sources amidst ongoing margin pressure and lost interest and fee income. Credit Unions have opportunities to help relieve these hurdles through pre-funded benefits plans and charitable donation accounts. Learn more about these options in our February webinar.

Learning Objectives Include:

  • Learn how a sound investment philosophy, policy, and strategy can help you manage risk and potentially enhance returns
  • Understand the various investment options available for pre-fund and charitable donation accounts
  • Compare pre-funded benefits and charitable donation accounts with alternatives like COLI/BOLI plans and mutual funds
  • Explore the potential benefits of a stable value wrapper

 

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