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Staying competitive in a changing executive benefits landscape

August 24, 2022 // 12 pm CT
Online

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Growing challenges across our extended-pandemic economy, the job market, and your bottom line as a credit union may be keeping you up at night. This is a time that calls your organization to reassess how to stay relevant and adapt to the changing needs of the communities you serve. Motivating your leaders and rising stars, and demonstrating commitment to your members is more important than ever. Learn what’s new, trending, and re-invented in the executive benefit and funding solutions world. These details will help your credit union succeed and defend against the threats of today’s Great Resignation market.

This is Part 1 of a series. Please also consider registering for Part 2 - Strategies to Leverage CEO Executive Benefits

This session is Council member-only.  Only register if you are a current CUNA Councils member.  

Meet Your Speaker:

Speaker Image

Peter J. Sullivan JD Peter J. Sullivan JD

Sr. Executive Benefits Specialist

CUNA Mutual Group

Peter is a registered representative of LPL Financial, offering products and services as part of the executive benefit plans at Cuna Mutual Group, a company that specializes in the design, implementation, financing and ongoing administrative support of supplemental executive benefit programs (SERPs) specifically tailored to credit unions. He is located in the eastern region and brings to Cuna Mutual Group his experience in the financial services industry since 1990.

Over the course of Peter’s career, he has helped business owners with the adoption of qualified retirement plans and executive benefits programs. He is life insurance licensed in a number of states and holds FINRA Series 7, 26, 63 and 65 securities registrations with LPL Financial.

A graduate of the South Eastern Massachusetts University, Peter also received a Juris Doctor degree from the Massachusetts School of Law. Peter is also a member of the Massachusetts Bar. Peter is not a practicing attorney.

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