Helping Families
and Businesses
Resource
Discover the role Acumen plays in helping families and business owners achieve financial peace of mind.
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.
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.
Premium Financing Summary
Resource
Learn exactly how life insurance premium financing works between the grantor, trust, lenders and the life insurance company.
Top 6 Reasons Why Smart Business Owners Use Life Insurance
eBook
Learn how business owners use life insurance to their advantage.
Why Acumen is Different
Resource
Learn how Acumen is different than other life insurance firms and a list of our offerings.
Underwriting Process
Resource
Learn how Acumen handles the details of the underwriting process and the role everyone plays.
Press Release
Resource
Learn how Acumen Insurance Solutions came to life in this official press release.
Types of Life Insurance
Resource
Learn the different types of life insurance from term life to permanent life and everything in between.
Summary Strategy
Resource
Dive into the summary strategies and results across all industries.
Credit Union Resources
Why Acumen for
Credit Unions
Resource
Discover Acumen’s specialized programs for credit unions and their executives that increase yields and retention.
Credit Union Alert
Resource
Learn what the new FASB update means for credit unions and equity securities.
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.
Liquidity Plus Program for Credit Unions
Resource
Learn the best solutions for keeping liquid reserves in within your credit union.
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
Key Features of SERP Design
Resource
Discover Acumen’s specialized programs for nonprofits and their executives that increase yields and retention.
Liquidity Plus Program for Nonprofits
Resource
Learn the best solutions for keeping liquid reserves in within your nonprofit organization.
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
Life Insurance Premium Financing Transaction
eBook
Learn in-depth details on how premium financing creates a unique opportunity for your bank.
What is Bank-Owned Life Insurance?
Resource
Learn the ins and outs of Bank-Owned Life Insurance (BOLI) and how you can benefit.
Upcoming Webinars
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
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.
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.