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Helping Families
and Businesses

Resource

Discover the role Acumen plays in helping families and business owners achieve financial peace of mind.

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Collaborating with Acumen

Resource

Discover what a collaboration with Acumen has to offer and how we can best serve you and your client's needs.

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Know Your Options

Resource

It's important to understand your options in regards to life insurance to allow you to make smart decisions. Learn four options when it comes to handling this asset.

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Premium Financing Summary

Resource

Learn exactly how life insurance premium financing works between the grantor, trust, lenders and the life insurance company.

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Top 6 Reasons Why Smart Business Owners Use Life Insurance

eBook

Learn how business owners use life insurance to their advantage.

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Why Acumen is Different

Resource

Learn how Acumen is different than other life insurance firms and a list of our offerings.

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Underwriting Process

Resource

Learn how Acumen handles the details of the underwriting process and the role everyone plays.

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Press Release

Resource

Learn how Acumen Insurance Solutions came to life in this official press release.

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Types of Life Insurance

Resource

Learn the different types of life insurance from term life to permanent life and everything in between.

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Summary Strategy

Resource

Dive into the summary strategies and results across all industries.

Credit Union Resources

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Why Acumen for
Credit Unions

Resource

Discover Acumen’s specialized programs for credit unions and their executives that increase yields and retention.

CU-alert

Credit Union Alert

Resource

Learn what the new FASB update means for credit unions and equity securities.

SERP-CU

Key Features of SERP Designs

Resource

Learn to identify key features of SERP designs so you can make the right choice for your credit union.

SERP-CU

Liquidity Plus Program for Credit Unions

Resource

Learn the best solutions for keeping liquid reserves in within your credit union.

457plan-cu

Improving §457(f) plans for Credit Union Executives

Resource

Providing a Supplemental Executive Retirement Plan to key executives will enhance your credit union. Learn about improving §457(f) plans for your executives.

Nonprofit Resources

SERP-NP

Key Features of SERP Design

Resource

Discover Acumen’s specialized programs for nonprofits and their executives that increase yields and retention.

liquidity-plus-program-NP

Liquidity Plus Program for Nonprofits

Resource

Learn the best solutions for keeping liquid reserves in within your nonprofit organization.

457plan-np

Improving §457(f) plans for Nonprofit Executives

Resource

Providing a Supplemental Executive Retirement Plan to key executives will enhance your nonprofit. Learn about improving §457(f) plans for your executives.

Banks

Premium-Financing-Transaction-Banking-ebook

Life Insurance Premium Financing Transaction

eBook

Learn in-depth details on how premium financing creates a unique opportunity for your bank.

BOLI

What is Bank-Owned Life Insurance?

Resource

Learn the ins and outs of Bank-Owned Life Insurance (BOLI) and how you can benefit.

Webinars

Upcoming Webinars

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Learn How Index Life Insurance May Be The Safest and Highest-Yielding Way to Pre-Fund Employee Benefit Expenses

Webinar

Learn from Acumen's top credit union expert, Scott Hinkle, as he discusses the economics of life insurance compared to other options for pre-funding employee benefit expenses in Section 20 and why Index Life should be considered as part of a credit union's overall life insurance portfolio and projected yields

Date: Tuesday, September 14, 2021

Time: 11:00am (PDT)

Past Webinars

past-webinar

Re-assess Investing Section 20 Assets Using Credit Union-Owned Life Insurance

Webinar

Learn from Acumen's top credit union expert, Scott Hinkle, as he discusses the impact life insurance can have as a Section 20 Investment and hear strategies that other organizations are using.

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Powerful Alternatives to Split-Dollar and §457(f) Plans for Credit Union Executives

Webinar

Learn from Acumen's top credit union expert, Scott Hinkle, as he discusses the impact life insurance can have as a Section 20 Investment and hear strategies that other organizations are using.