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CUOLI can provide insurance protection for your CU’s “key man.”

Financial institutions are taking a second look at Credit Union-Owned Life Insurance (CUOLI). Made especially attractive in today’s low-interest investment environment, general account CUOLI has become a staple in the investment portfolios of credit unions as a major source of funding for executive benefit programs.

Offering credit unions the ability to shift current invested assets with low yielding taxable returns to an insurance company’s general accounts with a 3% to 3.5% net ROI, CUOLI offers more than just benefit funding and life insurance protection for your “key people.”

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