Executive Benefits
Taking credit union values to new heights with consultative Executive Benefit solutions.
What drives thriving credit unions? The right talent, leadership, investments, and resources. InterLutions and our industry-leading partners understand the daily challenge of balancing earnings with member experience and expenses. It's essential to your mission. We have an expert niche in unlocking fresh strategies to help you achieve that balance and make the most of every dollar.
Financial solutions that deliver well beyond the status quo.
Unlike singular-focused or generalist firms, InterLutions and our partners have a unique expertise in leveraging untapped strategies in key areas that impact how your mission manifests most:
- Attracting and retaining the best talent
- Increasing your investment yields
- Maximizing your charitable impact
Each and every client solution we create is meticulously designed to consistently outperform industry benchmarks. Because measurable impact is everything.
Tailored Credit Union Strategies | Solutions for Lasting Impact
From enhancing executive retention to maximizing your ROI and charitable contributions, everything we do is designed to empower your credit union to more efficiently live your mission and achieve your goals.
Executive Retention
Securing visionary executives, rewarding top performers, and planning leadership transitions require strategic investment expertise. At Acumen, we craft tailored solutions to enhance retention and optimize financial performance. Leveraging deep knowledge of tax codes, NCUA regulations, and institutional life insurance, we align leadership and board priorities to foster long-term success.
Employee Benefits Prefunding
Optimizing your investments and excess cash is key to driving stronger financial outcomes for your credit union. Acumen’s Institutional Investment Team specializes in tailored strategies to maximize yields and make the most of your resources, offering solutions such as Credit Union Owned Life Insurance (CUOLI), Institutionally Priced Annuities, Structured Products, and market exposure.
Charitable Donation Accounts (CDAs)
We understand the real challenge of balancing financial growth with community support. Acumen empowers credit unions with strategic charitable giving solutions. Our complimentary consultations provide expert guidance on Charitable Donation Accounts (CDAs), impact funds, and grant assistance to align your financial goals with social responsibility, helping amplify your charitable impact while ensuring financial strength.
Why Small Credit Unions Choose I-Care
UP Federal Credit Union
“They worked hard to find us affordable premiums and good coverage.”
Karyn Davis
President/CEO
Oakdale Credit Union
“We love how easy I-Care was to setup and track our employees’ insurance options.”
Colleen Woggon
Co-op Credit Union
“The partnership with their team is exceptional.”
Michele Steien
Chief Talent Officer
Iron County Community Credit Union
“Working with InterLutions was one of the best decisions I made!”
Mark Marczak
President/CEO
Marshfield Medical Center Credit Union
“We saw a decrease in premiums and the benefits improved tremendously.”
David Murphy
President/CEO
N.E.W. Credit Union
“The I-Care team has been great to work with.”
Lisa Gilligan
President/CEO
Fox Communities Credit Union
"Flexibility of plan design made I-Care the best option for us.”
Terri Green
VP HR
Vizo Financial
“It’s a whole different level of support.”
Janice Appleby
CHRO
Resources
Wellness: Your Secret to Savings
According to the Centers for Disease Control and Prevention (CDC), chronic diseases account for 90% of healthcare costs, morbidity, and mortality. Today, more than ever, we need new tools to identify and address the underlying risks and health issues, specifically ways to increase health literacy and personalized care plans to reverse the chronic disease epidemic.
Understanding Your Health Plan
Health insurance carriers design health plans to transfer some of the risk (costs) to you through four insurance concepts: deductibles, co-insurances, co-pays, and out-of-pocket-maximums, yet most of us with insurance don’t really know what we have.
Debunking health plan renewal myths: You don’t have to wait to find better benefits
Take a look at three common myths in the health insurance industry, and what we can do differently to help our employees and our bottom lines.
Help Your Employees Distinguish Between FSAs, HRAs, and HSAs
Although human resources professionals are very familiar with these accounts, some employees may not understand how to distinguish between flexible spending accounts, health reimbursement arrangements, and health savings accounts.
Insurance Captives: Are They Right for Your Credit Union?
Captives work for some employers but not for others. How can you be certain that you are making the right decision for your organization?
Leveraging Collaboration, Data, and Enhanced Underwriting to Drive Down Healthcare Costs
How can credit unions continue delivering robust and competitive employee benefits when the trajectory of healthcare costs is rising at such a steep pace? Here are three tips to help get us in the right direction.
The C-Suite’s Guide to Enhancing Employee Benefits and Reducing Costs
A collaborative healthcare model is the best strategy for credit unions to combat rising medical insurance and employee benefit costs as insurance carriers continue profiting from a broken system.
Why Association Health Plans Work for Credit Unions
Just as in the very collaborative spirit of the credit union movement itself, AHPs benefit from the strength and unity of their many combined employees.
Industry Partners
More Solutions
I-Care: HR Solutions
BenAdmin systems, HSA platforms, compliance services, claims data, and more.
Small Credit Union HR Solutions
Competitive plans helping small credit unions deliver high-quality benefits at lower costs.
Business Member Benefits
Build new revenue streams and deliver value-add solutions to your business accounts.