Credit Union Benefit

https://totalbenefitprefunding.com/

Since 2019, Credit Union Benefit has helped credit unions turn a major expense into a valuable asset.

Leveraging NCUA reg. 701.19, we design customized investment strategies that offset and often eliminate employee benefit costs — all while staying fully compliant.

Our clients' experience:

  • Higher net income and stronger liquidity
  • Conversion of underperforming Bonds and CDs into higher-yield, low-risk investments
  • No volatility or principal risk
  • The ability to offer 100% company-paid benefits — while keeping their existing benefits provider

With more than $400 million in credit union assets under management, and clients ranging from $25 million to $3.5 billion in assets, Credit Union Benefit continues to help credit unions nationwide improve their financial strength and reduce operating expenses through the Total Benefit Prefunding program.

Contact:Tony StreeterSVP, Strategic Growth

(210) 317-9060

tony.streeter@totalbenefitprefunding.com