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.