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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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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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Press Release

Resource

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

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.

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Credit Union Alert

Resource

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

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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.

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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

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Key Features of SERP Design

Resource

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

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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.

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

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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.