Common problems with credit union executive benefit plans

Watch out for these three common issues and ask your provider these 8 questions.

The executive benefits landscape is changing rapidly. This was evident at the 2024 CUES Symposium in Nassau, Bahamas, where roughly one in four sponsors were executive benefits providers.

CUES Symposium was a great place to network with current and prospective clients and learn about our new competitors. Most seemed happy with the firm that handles executive benefits for their credit union, but it begged the question, how do you know you are happy? More importantly, what are you basing your opinion on, and have you challenged that opinion lately?


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