Revenue Strategies for the Current Economic Climate and Beyond

on "October 05, 2020 11:30 am"

Register to attend this free CUNA Mutual Group webinar.

cm vert 4c nounitRevenue Strategies for the Current Economic Climate and Beyond
Date:    October 28, 2020 
Time:   9:00 a.m. – 10:00 a.m. (HST)

 RSVP:  Lesley Makekau This email address is being protected from spambots. You need JavaScript enabled to view it. or Lynn Nakasone This email address is being protected from spambots. You need JavaScript enabled to view it.

 With predictions for declines in lending and other fee income expected to continue well into 2021—and interest rates demonstrating all-time low returns—learn what your credit union can do to utilize alternative sources of income that are consistent with market-driven returns, to generate potentially better returns with some additional risk.

Discover what your credit union can do with excess cash on hand, including:

  • Investing outside the limitations of Parts 703/704 to help offset expenses for executive and employee benefits—and your CU’s charitable donations
  • Taking advantage of funding options such as Business-Owned Life Insurance (BOLI), annuities, trading stocks and bonds and FASB-compliant equities
  • Structuring a funding program that is compliant and fits with your strategic goals
  • What to do if you get another wave of cash flowing in due to additional stimulus checks

Once we receive your RSVP, you will be sent an Outlook invitation with WebEx link.  We look forward to helping you during these financially challenging times!

Proprietary insurance is underwritten by CMFG Life Insurance Company. Proprietary and brokered insurance is sold by CUNA Mutual Insurance Agency, Inc., a wholly owned subsidiary. This insurance is not a deposit and is not federally insured or guaranteed by your credit union. For more information, contact your Executive Benefits Specialist at 800.356.2644. Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member, FINRA/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866.512.6109. Insurance and annuity products are sold through CMFG Life Insurance Company. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. EXBEN-3265005.1-1020-1122 © CUNA Mutual Group, 2020 All Rights Reserved.