For Credit Unions

Built for credit unions.
By people who know them.

100+ credit unions across 28 states trust LifeNotes™ to improve yield, shorten duration, and solve the executive benefits problem. Find the perspective that fits your role.

Request Analysis

Most credit unions have life insurance on the books. Few are getting the most from it.

100+Credit unions across 28 states
$550MAssets under management
600+, 20+ carriersPolicies, carriers
95Average COMDEX score

Choose Your Perspective

Different roles. Different questions. Same solution.

Executive Leadership

CEOs & CFOs

Financial impact, yield improvement, balance sheet optimization, and strategic retention tools for executive leadership teams.

✓Yield improvement from 3-5% to 6-7%
✓Duration reduction and balance sheet optimization
✓Competitive compensation and retention strategy
View CEOs & CFOs
Board Governance

Boards

Governance framing, fiduciary context, NCUA compliance, and a structured 3-meeting approval process for board-level decisions.

✓NCUA Letter 20-CU-09 compliance framework
✓Fiduciary duty and governance positioning
✓3-meeting approval process with materials
View Boards
League Partnerships

Leagues

Partnership value for credit union leagues. Deliver tangible financial benefits to your member credit unions with bulk analysis and education programs.

✓Bulk analysis offerings for member CUs
✓Conference and education partnerships
✓Measurable ROI for league membership
View Leagues

Institutional-grade infrastructure

Independent AuditorDoeren MayhewLargest CPA firm for credit unions. Annual audits since inception.
Trust AdministratorCapaxaIndependent trustee providing fiduciary oversight and administration.

Ready to see your numbers?

Free analysis on your CUOLI and split dollar programs. No commitment required.

Request Your AnalysisSee The Process