Our Process

Our Process

We create strategies tailored to your credit union’s goals.

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Pullbacks, Corrections and Bear Markets

Pullbacks, Corrections and Bear Markets

Clearing up confusion from the economic downturn following COVID-19 and how it might affect your credit union’s financial strategy.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter and we live by ours every day.

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Resources

Resources

Let’s talk about your credit union’s investment strategies.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

EXECUTIVE BENEFITS SOLUTIONS Take Control of Tomorrow ... Today™

EXECUTIVE BENEFITS SOLUTIONS Take Control of Tomorrow ... Today™

Since 1993, Executive Benefits Solutions (EBS) has worked exclusively with credit unions throughout the country delivering appropriate financial strategies for each credit union's unique financial situation in the areas of executive benefits and employee benefits pre-funding planning.

EBS helps credit unions take control today and find the information to prepare for tomorrow with dynamic financial strategies.  We assist credit unions by providing them with the means to retain and reward valuable employees, maintain competitive benefit plans and confront rising employee benefit costs.

EBS is partnered with Stratos Wealth Partners, Ltd., an independent wealth management and investment advisory firm, whose representatives are affiliated with LPL Financial.

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EXECUTIVE BENEFITS PLANNING

EXECUTIVE BENEFITS PLANNING

Credit Unions are successful because of the employees they have hired and retained. Flexibility is the hallmark of an executive benefits plan. In fact, a credit union could establish a plan that provides benefits for one or more key persons, or a select group of management executives, with different plans for different individuals. Executive Benefits Solutions’ executive benefits planning process provides credit unions a way to reward superior performance, provide extra incentive and attract and retain key people.

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EMPLOYEE BENEFITS PRE-FUNDING

EMPLOYEE BENEFITS PRE-FUNDING

A major concern for your credit union is how to maintain a viable benefit program to retain your valuable employees in today’s competitive hiring environment, as well as maintain your financial strength while faced with ever-increasing employee benefit costs. A credit union can avoid decreasing employee benefits coverage, increasing deductibles and raising co-pays for employee benefits such as health insurance, dental and vision insurance, post-retirement health care, health savings account contributions, 401(k) match, pension, long-and short-term disability, group life and executive deferred compensation plans. 

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Executive Benefits Solutions is here to help guide your credit union with the most appropriate financial and investment strategies.

Executive Benefits Solutions is here to help guide your credit union with the most appropriate financial and investment strategies.

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