• CU 2.0 Podcast Money Talks with Kirk Kordeleski on SERPs, IULs, and What You Probably Don't Know

  • Aug 27 2024
  • Duración: 48 m
  • Podcast

CU 2.0 Podcast Money Talks with Kirk Kordeleski on SERPs, IULs, and What You Probably Don't Know

Escúchala gratis

Ver detalles del espectáculo

  • Resumen

  • Send us a Text Message.

    Call this podcast what you think you know about SERPs but that’s not fact.


    Two truths are plain: senior credit union executives want to secure their retirement much as their for profit sector peers do AND there just is a lot of confusion about SERPs - supplemental retirement plans.


    A big reason for this show is that in it Kirk Kordelesi, onetime CEO of Bethpage Federal Credit Union, one of the nation’s largest, and now a partner with PARC Street, shines a bright light on how split dollar, whole life SERPs work and how they differ from IUL plans, Index Universal Life.


    A bottomline difference is that a split dollar SERP will produce a stable return whereas there is structural variability built into the results an IUL will produce.


    Find out more about that in this webinar with expert Bobby Samuelson and PARC Street Partners.

    Dive deeper into what Kordeleski has said about executive retirement plans in credit unions in the two dozen plus podcasts we’ve     recorded. Consider this must listening for credit union c-suiters, board members, and also executive recruiters.


    Listen up
    Más Menos
activate_WEBCRO358_DT_T2
Gestión Economía
Más Menos

Lo que los oyentes dicen sobre CU 2.0 Podcast Money Talks with Kirk Kordeleski on SERPs, IULs, and What You Probably Don't Know

Calificaciones medias de los clientes

Reseñas - Selecciona las pestañas a continuación para cambiar el origen de las reseñas.

Reseñas de Audible.com

Opiniones de Amazon
No hay comentarios disponibles