Credit Union Benefit — the leader in Total Benefit Prefunding since 2019. Trusted by 50+ credit unions nationwide, ranging from $25M - $3.5B in assets, Credit Union Benefit oversees $650M+ AUM, delivering superior risk-adjusted returns that materially offset rising employee-benefit liabilities, thereby reducing operational costs. Focused exclusively on the credit union market, we speak your language, share your cooperative values and prioritize enhancing your financial strength over our bottom line.
But one “hidden tax” touches every credit union— and it costs them millions every year.
Rising operational costs — especially in employee benefits — are being driven by forces outside your control.
- Expanding government programs
- Legislative and regulatory changes
- Skyrocketing prescription prices
- Growing compliance administrative burdens
- An aging population requiring more care
✔ Stay competitive in a volatile, high inflation environment
✔ Use a strategic investment approach to take control of rising costs
✔ Understand why mergers don’t cure the underlying financial pressure
✔ Turn crushing operational expenses into a strategic advantage
Register Your Spot
Presented by
David Sims, Founder of Credit Union Benefit
David is the founder of Credit Union Benefit as well as the architect of the "Total Benefit Prefunding" approach in 2019 to align with regulation 701.19, allowing credit unions to cover employee benefit costs with investment proceeds while dramatically increasing their net income. David's certifications include a Finance degree from Baylor University, and MBA and Master of Accounting, Certified Financial Planner (CFP), Accredited Asset Management Specialist (AAMS), Chartered Retirement Plan Specialist (CRPS), Life and Annuity Certified Professional (LACP) designation, and holds his series 7, 22, 24, 51, 63 and 65.
