Tools you need to become a politically
active and involved advisor.
Become an informal advisor to your
representatives on industry matters.
Support candidates for state and
federal office who understand the
value advisors and agents play in
securing America's financial future.
Information on Warchest
Advisor Today has the largest circulation among
insurance and financial planning advising magazines.
Jim Van Arsdale
Account Executive
(513) 783-1157
jvanarsdale@stearnsfinancialgroup.com
Stearns Financial Group designs and administers supplemental executive retirement plans (SERPs) specifically for tax-exempt organizations. For more than 25 years, we have successfully served the credit union industry and now also support healthcare institutions, higher education and other high-performance non-profits.
Our plans, often collateral assignment split dollar life insurance, are uniquely tailored for each executive and start with the client’s mission and goals in mind. Results are typically little to no accounting cost, favorable reporting, and tax-free withdrawals for the executive. These plans are highly effective in recruitment, retention and recognition of key executives in organizations. Leverage our expertise to better serve your tax-exempt clients.
Copyright © 2020 NAIFA
National Association of Insurance and Financial Advisors
2901 Telestar Court
Falls Church, VA 22042-1205
Phone: 877-866-2432
info@naifa.org