Glenn G. Geiger Company, Inc
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Credit Union Owned Life Insurance(CUOLI)
If you are currently an executive or on the board of directors at a credit union, you know the
regulatory environment is rapidly evolving. Match that with our current interest rate period and
that most senior executives are capped on how much they can contribute to a qualified
Credit Unions must seek out alternative compensation and benefit incentive plans for senior
officers that reward & retain while affording the greatest protection & flexibility to the
The Glenn G. Geiger Company represents several proprietary benefit plan designs and
provides a full service approach to the design, administration and financing of programs
including collateral assignment split-dollar, 457(f) compensation and 162 bonus plans.
Compliance, due diligence and following regulatory guidance of the National Credit Union
Association and OCC bulletins are foundations of our work.
The benefit of CUOLI include :
• Tax Advantages to Executive & Credit Union
• Cost-Effective solutions tailored to each client
• Contractual guarantees
• Significant benefit to executive without negative net impact to institutions earnings.
|501 Merritt 7. 5th Floor | Norwalk, CT 06851 | 203.359.5313
Copyright © 2007 Glenn G. Geiger Company, Inc. All Rights Reserved