Executive Benefits: Plan Overview and Strategies (Webinar)


With three out of ten credit union executives set to retire in the next five years, there is a recruiting frenzy taking place. Current CEOs as well as other senior management are being recruited into these positions. Whether your strategic plan includes protecting against your own key leadership from leaving, or recruiting for future needs, now is the time to consider at nonqualified executive plans. Plus, while your credit union is developing its 2017 budget, keep in mind there is a way to offset the cost of executive recruiting and retention plans.

Learn the pros and cons of nonqualified benefit plans (457, Split Dollar, Bonus) and how to combine the best features of each to achieve your goals.

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Executive Benefits: Plan Overview and Strategies | BFB Gallagher 2016 from NAFCU Services Corporation

Presenter: Guy Collins, CFP

Guy is a Regional Vice President serving credit unions throughout the country. Guy develops custom programs for institutions that align the interests of both the organization and the executive. Guy has nearly 20 years of executive compensation and benefit consulting experience with businesses and institutions of varying sizes ranging from 50 employees to more than 25,000. His areas of expertise include qualified plans, nonqualified plans, life, and disability. Guy received his Bachelor of Arts degree in Economics with concentration in Finance from Lake Forest College in Illinois. He holds a Certified Financial Planner designation, and life and disability insurance licenses as well as FINRA Series 7, 63, and 26 licenses.

Guy is a frequent speaker at industry events. He recently presented "Executive Benefits: Getting Started" for the Greater Southern Council of the Credit Union Executives Society. He also shared his expertise in "Executive Benefits: The Dos and Don'ts of Vendor Selection" for the National Association of Federal Credit Unions. Guy, his wife, and two children reside in the Dallas, Texas area. In his spare time, Guy chases muskie in freshwater across the country.