Webinar this Wednesday: Employee Benefit Pre-Funding Strategies

CHICAGO, IL (August 19, 2013) —  You are invited to a WEBINAR Exclusively for Credit Unions

Institutional Investment Strategies and Executive Benefits

Gain valuable knowledge and insight from industry experts to offset benefit expenses, enhance benefit programs, and recover benefit cost.

Wednesday, August 21, 1:00 – 1:45 PM CDT
Sponsored by AnyHour Solutions

Webinar Topics
  • Regulatory Allowance for Employee Benefits Pre-Funding
  • Why CUs purchase Institutional Investments
  • Advantages/Disadvantages of different Institutional Investments available to CUs
  • BOLI – a deeper dive into one of the Institutional Investments Strategies

Success and leadership go hand in hand, which is why it’s essential to have the very best executives leading your credit union. This webinar is designed to help you learn innovative ways to reward your credit union executives without increasing your overall benefit costs through compensation strategies such as BOLI (Business Owned Life Insurance). As part of an overall asset liability management strategy, BOLI can improve earnings and bring your balance sheet in line by diversifying and complementing the existing investment portfolio without mark-to-market risk.

Panelists Include…


Scott Richardson, CEO – iZale Financial Group
Scott brings experience in the financial services and life insurance industries spanning over four decades. He has had extensive contact with bank regulatory agencies and was involved in the development of customized benefit plans and BOLI placements for hundreds of banks throughout the U.S.

David Griffiths, EVP Sales & Marketing – iZale Financial Group
David has worked in the financial services and insurance industries for over 25 years. He has a strong background working with credit unions, leagues, and regulators on insurance related topics and their impact on financial institutions.

Steven Holmes, VP Strategic Development – AnyHour Solutions
Steven has over 25 years of experience serving in various sales and marketing capacities with a few different software and call center providers to the financial industry. Most of these years have been serving solely the business needs of credit unions. AnyHour Solutions is a leading provider of 24/7 call center outsourcing services and other product/service solutions delivered to the credit union industry.

Register by clicking on the link below…

August 21:

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