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Podcast: The CU2.0 Podcast
Episode: CU 2.0 Podcast Money Talks Episode 9 with Kirk Kordeleski on Knowing Your Risk Tolerance
Description: Send us Fan MailTalk about Hatfields vs. McCoys. In the world of credit union c-suite retirement planning there are two major competing scenarios. There are SERPs based on whole life policies. And there are IULs, indexed universal life plans.In this intro I am not going to tell you the difference. That’s because this is a complex topic and on the show is Kirk Kordeleski onetime Bethpage Federal Credit Union CEO and now an executive with OM Financial Group which specializes in c-suite re...