Andy Roquet


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Blog

Use of Split-Dollar Insurance Plans Grows
Use of Split-Dollar Insurance Plans Grows
by Andy Roquet

2 minutes
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Article

Leverage Strategic Giving: A Natural Fit for Credit Unions
Leverage Strategic Giving: A Natural Fit for Credit Unions
by Andy Roquet

2 minutes
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Article

Four Reasons to Reassess Supplemental Executive Benefits Now
Four Reasons to Reassess Supplemental Executive Benefits Now
by Andy Roquet

5 minutes
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Video

How Can a Charitable Donation Account Support a Credit Union’s Giving Strategy?
How Can a Charitable Donation Account Support a Credit Union’s Giving Strategy?
by Andy Roquet

2:10
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Article

The Big Picture of Split-Dollar Agreements
The Big Picture of Split-Dollar Agreements
by Andy Roquet

4 minutes
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Article

Succession Planning: The Lateral Way to the Top
Succession Planning: The Lateral Way to the Top
by Andy Roquet

8 minutes
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Blog

Four Steps for Dealing with Excise Tax
Four Steps for Dealing with Excise Tax
by Andy Roquet

3 minutes
Andy Roquet
Podcast

Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet
Using Charitable Donation Accounts to Be More Strategic in Your Giving: An Interview With Andy Roquet
by Andy Roquet

14:46
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Article

How Holes Appear in Executive Benefits Plans
How Holes Appear in Executive Benefits Plans
by Andy Roquet

3 minutes
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Blog

Socially Responsible Employers Attract Millennials
Socially Responsible Employers Attract Millennials
by Andy Roquet

3 minutes
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Article

Split-Dollar Plans: Tools for Retention
Split-Dollar Plans: Tools for Retention
by Andy Roquet

4 minutes