Executive retention tools and Credit Union owned life insurance are not just for the ‘banks.’ These powerful income producing and retention tools are being used by Banks and Credit Unions for various purposes. By partnering with Evergreen Consulting the Insurance Center is positioned to offer a full line of investment products and services. For more information, please visit our partner's website,


  • Credit Union/Bank Owned Life Insurance

Used to offset the cost of rising employee benefits, this enhanced yield investment product can be found at many Financial Institutions today.

  • Executive Retention and 457F plans

Common in the banking world and developing in the CU market, many Financial Institutions are implementing deferred compensation plans to attract and retain executives.

  • 401k administration and compliance

Offering simplified product administration, flexible investment options and cost saving strategies.