Helping Credit Unions Better Understand the Complexities Behind Split-Dollar Plans

In this episode, Doug is joined by guest Matt Haid, area vice president of Gallagher Executive Benefits. Matt has more than 30 years of experience helping leaders of the credit union movement design, fund, and implement split-dollar plans along with other instruments meant to attract, retain, and reward top executive talent. On the show, Matt explains the different funding options most credit unions use when offering a split-dollar plan, including whole life or index universal life insurance, and the nuances involved within each type. Stream the full episode to learn the key differences and how credit unions can make the best use of the powerful split-dollar executive benefit.