LifeNotes?is an innovative solution for credit unions to enhance their life insurance-based Executive Benefit Plans for greater flexibility and value.?Check out our new video to learn how it works! https://lnkd.in/gE6MivMt
Stearns Financial
金融服务
Cincinnati，Ohio 598 位关注者
Mission driven and fiscally aligned supplemental benefits for credit union, healthcare, and non-profit executives.
关于我们
Meaningful and Appropriate plans create RETENTION Modern non-profits align compensation, retention, and retirement with mission to create meaningful supplemental executive benefit plans that are appropriate for your organization. Incentives and succession align at RETIREMENT The challenge of developing and transitioning leaders during succession is met with incentives created around critical career timeline points. Turn expenses into assets and drive YIELD Serving your community for generations requires financial stewardship to drive innovative capital growth aligned with mission and intent. Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession. With over 25 years specializing in executive retention and retirement plans for credit unions, healthcare institutions, higher education, and high-performance non-profits, Stearns Financial has the expertise to design, implement, and administer every type of executive benefit program. Our plans are different because use process as the driver to achieve effective design. By starting with your organization’s mission, goals, and intent we tailor individually for each executive. We are unique in that we can often accomplish this with no accounting cost to the organization, favorable reporting, and tax-free withdrawals. Proprietary CAPAXA? plan designs: ? Integrated retirement & retention ? Low or no net accounting costs ? Tax advantaged or tax-free benefits ? Flexibility to meet future needs Expertise encompassing over 100 years of experience in non-profit executive benefits, retention, and yield enhancement strategies. Leverage our expertise to drive yield, supplement retirement, and optimize retention and succession. ? §457(f) Deferred Comp Plans: Golden Handcuffs for Key Employees ? §7872 Split Dollar: Retention & Non-Taxed Withdrawals ? §162 Restricted Bonus : Retaining Key Personnel ? §701.19 Pre-funding Investments
- 网站
-
https://www.stearns.financial
Stearns Financial的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Cincinnati，Ohio
- 类型
- 私人持股
- 创立
- 1971
- 领域
- Supplemental Executive Retirement Plans (SERP)、Collateral Assignment Plans (CASD)、Pre-Funding of Employee Benefits、457(f) Plans、457(b) Plans和401(k) Plans
地点
Stearns Financial员工
-
Eric Stearns
Innovative Solutions for Credit Unions & other Tax-Exempt Organizations That Drive Yield, Offer Tailored Executive Retirement Plans, and Optimize…
-
Kirsten Stilgenbauer
Designing Executive Retirement Plans Aligned with Your Tax-Exempt Organization’s Mission, Vision and Goals | Optimizing Talent Retention and Yield…
-
Joe Stearns
Innovative Solutions for Tax-Exempt Organizations That Drive Yield, Offer Tailored Executive Retirement Plans, and Optimize Retention and Succession
-
Jesse Brady
Vice President, Fund Management at Stearns Financial
动态
-
Congratulations to Darrick Weeks, the newly named President/CEO of Purdue Federal Credit Union in West Lafayette, Indiana. Weeks takes the helm following the remarkable tenure of Bob Falk, who is retiring after 22 years of dedicated service, including 16 years as CEO. ?? A Legacy of Growth Under Bob Falk During Falk’s leadership, Purdue FCU achieved significant milestones, including: ●?????Asset growth: From $555 million in 2009 to $1.9 billion today. ●?????Loan portfolio expansion: From $456 million to $1.4 billion. ●?????Membership increase: From 57,787 members to more than 107,000 members. ?? What’s Next for Purdue FCU? With Weeks stepping into the CEO role, Purdue FCU is poised to continue its trajectory of growth and innovation, building on the solid foundation established under Falk’s leadership. ?? Join us in congratulating Darrick Weeks on his new role and celebrating Bob Falk’s extraordinary contributions to Purdue FCU and the credit union industry. Here’s to continued success for Purdue FCU and its members! Learn more about them on their LinkedIn or website here: https://www.purduefed.com/ #LeadershipTransition #PurdueFCU #DarrickWeeks #BobFalk #CreditUnionGrowth #CommunityFocus
-
?? Valley First Credit Union is celebrating 75 years of dedicated service, financial empowerment, and impact across California’s Central Valley communities! Since 1949, they have been dedicated to helping individuals, families, and businesses achieve financial wellness and fostering a strong sense of community. ? To commemorate this milestone, Valley First is kicking off a year-long 75th Anniversary Celebration that will involve members, employees, and local communities. Kathryn K. Davis, President and CEO shares, “For 75 years, Valley First has been more than just a financial institution – we’ve been a trusted partner in our members’ lives. This anniversary is a testament to the relationships we’ve built, the trust we’ve earned, and our commitment to the communities we serve. We look forward to celebrating with our members and continuing to make a positive impact for generations to come.” ? Congratulations to Valley First Credit Union for creating a strong legacy of service and growth that will last for many years to come! #creditunions
-
Did you miss Jay Rogers' presentation about Transforming CUOLI & Revolutionizing Split-Dollar Plans at #GAC2025? It’s not too late! Stop by booth 1419 and learn why over 75 credit unions have sold hundreds of millions in Life assets to the?LifeNotes?Trust. (CUOLI, CASD & CDA). Explore innovative strategies to transform Corporate-Owned Universal Life Insurance (CUOLI) and revolutionize split-dollar plans, ensuring maximum benefits for credit unions and Executives alike.?Learn how to:? - Reduce CASD Loan Durations - Implement New Plans Effectively?? - Stabilize or Revitalize Underperforming Plans?? - Enhance CUOLI Yields?? - Unlock Higher-Yielding Opportunities By leveraging the proven expertise of the?LifeNotes?Trust in CUOLI, CASD, and CDA strategies, Stearns can provide actionable strategies to minimize risk, optimize asset performance, and secure long-term financial prosperity for all stakeholders. Stop by to hear more about how?LifeNotes?is transforming the future of financial planning for credit unions! #creditunions #LifeNotes #executivebenefits
-
-
The Cooperative Credit Union Association (CCUA) is dedicated to supporting the credit union industry through collaboration, innovation, and advocacy. The CCUA has announced enhancements to their Impact Grant program, formerly known as the Small Credit Union Assistance Grant. This update reflects the program's expansion and the powerful ways these funds can support credit unions. With expanded eligibility and increased funding, Impact Grants are now available to credit unions with assets up to $300 million, offering up to $2,500 per credit union. These grants are designed to help more credit unions invest in initiatives that strengthen their operations and communities. We encourage all eligible credit unions to explore how an Impact Grant can support their goals. Applications are now open, so don't miss this opportunity! https://lnkd.in/gwxSeENG #CCUA #creditunions
-
Recently we shared some exciting news about the growth of our team. Today, we’re revisiting this milestone to once again celebrate the addition of three outstanding professionals: ?? Jim Rogers – Practice Expert ?? Preston Hicks – Practice Expert ?? Bill Parkinson – Senior Director, Sales & Strategic Partnerships? Their expertise and dedication have already begun enhancing the value we deliver to our clients and partners. As Stearns Financial Group continues to grow, so does our commitment to providing exceptional service and innovative financial solutions. Let’s give another warm welcome to Jim, Preston and Bill as they continue to make an impact! ?? Stay up to date with more announcements in our latest newsletter: Stearns Financial Group - Q1 2025 - Newsletter #TeamGrowth #StearnsFinancialGroup #creditunions
-
We can't wait to connect with everyone at GAC 2025! Come by Booth 1419 to learn how LifeNotes can be leveraged to support your executives and credit union! While you're there, register for our raffle to win an iPad, pickleball set or beverage tumbler! Preston Hicks Jim Rogers Bill Parkinson Jay Rogers Joe Stearns Jesse Brady Phil Westhoff Eric Stearns Cole Snell
-
-
???Governmental Affairs Conference 2025??? What an amazing event! The #GAC2025 exhibit hall was a hive of activity, brimming with?innovative ideas, inspiring conversations, and valuable connections. The energy is palpable, and the excitement is contagious. A big thank you to everyone who contributed to making this conference a success. Let's keep the momentum going and continue to inspire change! #creditunions #Innovation #Inspiration #StearnsFinancial Joe Stearns Eric Stearns Phil Westhoff Jesse Brady Jay Rogers Jim Rogers Cole Snell Preston Hicks Bill Parkinson
-
-
????Governmental Affairs Conference 2025???? What an incredible experience at #GAC2025! The exhibit hall was buzzing with?ideas, inspiration, and connections. From innovative solutions to thought-provoking discussions, this conference truly has it all. And remember,?all roads lead to Stearns Financial?– the hub of innovation and excellence. ?? Thank you to everyone who makes this event unforgettable. Let's continue to drive change and make a difference together! #creditunions #Innovation #Inspiration #StearnsFinancial Joe Stearns Eric Stearns Cole Snell Preston Hicks Jim Rogers Jay Rogers Phil Westhoff Jesse Brady Bill Parkinson
-
Did you miss Jay Rogers' presentation about Transforming CUOLI & Revolutionizing Split-Dollar Plans at #GAC2025? It’s not too late! Stop by booth 1419 and learn why over 75 credit unions have sold hundreds of millions in Life assets to the?LifeNotes?Trust. (CUOLI, CASD & CDA). Explore innovative strategies to transform Corporate-Owned Universal Life Insurance (CUOLI) and revolutionize split-dollar plans, ensuring maximum benefits for credit unions and Executives alike.?Learn how to:? - Reduce CASD Loan Durations - Implement New Plans Effectively?? - Stabilize or Revitalize Underperforming Plans?? - Enhance CUOLI Yields?? - Unlock Higher-Yielding Opportunities By leveraging the proven expertise of the?LifeNotes?Trust in CUOLI, CASD, and CDA strategies, Stearns can provide actionable strategies to minimize risk, optimize asset performance, and secure long-term financial prosperity for all stakeholders. Stop by to hear more about how?LifeNotes?is transforming the future of financial planning for credit unions! #creditunions #LifeNotes #executivebenefits
-