What to Expect From Our 15-Minute Conversation
This brief executive conversation is designed to provide clarity—not a sales pitch.
The purpose of this call is simple: to determine whether a compliant employee benefit prefunding strategy is relevant for your credit union. In 15 minutes, we’ll assess high-level fit, answer initial questions, and identify whether a deeper evaluation makes sense.
What This Call Is
• A confidential, executive-level discussion
• Focused on strategy, not products
• Aligned with NCUA-permitted guidance
• Designed to respect your time
What This Call Is Not
• A sales presentation
• A demo or product walkthrough
• A commitment or obligation
• A replacement for your advisors
Who This Conversation Is Best Suited For
This conversation is best suited for credit union CEOs and CFOs who are:
• Managing rising employee benefit costs
• Seeking compliant cost-stabilization strategies
• Evaluating long-term financial efficiency
• Interested in options that do not reduce benefits or culture
15-Minute Conversation Agenda
1. Quick context on your credit union (2–3 minutes)
2. Overview of the prefunding strategy at a high level (5 minutes)
3. Initial fit assessment and questions (5 minutes)
4. Next steps—if any (2 minutes)
Confidential discussion • NCUA-permitted under §701.19 • No obligation