Whitepaper

When To Take Strategic Risk In Your Credit Union— Your ACTion Point

executives at a table doing financial planning
By ACT Advisors

15 minutes

The time to take bold risks is an intersection of strategic direction for the credit union and strategic risk timing from your personal financial plan.

When is the appropriate time to undertake your boldest or visionary projects? This whitepaper shows that the answer involves a combination of strategic direction for the credit union and strategic risk-taking from an executive's personal financial plan. Download it now to read a case study of a personal financial plan with the use of a common yet powerful credit union executive benefit, the collateral assignment split-dollar plan.

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When To Take Strategic Risk In Your Credit Union— Your ACTion Point
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