We help strengthen credit unions by using Supplemental Executive Retirement Plans (SERPs) as a tool to engage and motivate the industry’s greatest and most prolific leaders.

We specialize in creating unique, innovative and customized benefit packages for universities including within their athletic department.                                                                                                                        

As key person retention specialists, we design, implement, and administer benefits plans for non-profit hospital’s executives, physicians, and other top employees.