Duplifund for Credit Unions

 

• Cash Management Tools - Getting benefits back from that minimum working capital
• Key Person Life Insurance - Protecting the business in case of the death of key people 
• Split Dollar Life Insurance - Providing key people with a cost-sharing means to enhance retirement and personal protection
• Key Person Disability Insurance - Protecting the business in case of the long-term disability of key people.
• Policy Stress Test - Insurance products keep improving over time. Don't get left behind.  
  
• Qualified Retirement Plans - 403(b), Roth 403(b), Defined Benefit Pension Plans

 

Also see:

Duplifund for Businesses

Duplifund for Individuals

Duplifund for Non-Profits