Risk Factors for Credit Unions to Consider When Designing a Split-Dollar Plan

Matt Haid, area vice president at Gallagher, is back on the show to discuss the importance of split-dollar plan design. He shares the first factors to consider when choosing a plan and best practices to help credit unions protect themselves, their executives, and beneficiaries. Stream the episode to learn more about funding vehicles, why some life insurance policies have a higher premium, and the difference between recourse and non-recourse loans. Listen now.