LifeNotes Strategy Use Cases: How Credit Unions Can Add Flexibility to Life Insurance-Based Executive Benefits

In a previous podcast interview, Jay Rogers of Stearns Financial shared the firm's groundbreaking LifeNotes Strategy. The process involves purchasing life insurance-based plans to develop more adaptive features that aim to reduce duration risk and increase value to credit unions and executive participants. In this episode, Eric Stearns, principal at Stearns Financial, joins the show to share use cases of how the LifeNotes Strategy has helped credit unions optimize their credit union-owned life insurance (CUOLI) plans. Stream the episode to hear examples that might give you ideas to help your credit union and executives gain more value and flexibility to navigate a changing world.