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Executive Benefits: The Dos and Don'ts of Vendor Selection | Burns-Fazzi, Brock (BFB) 2015

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Executive benefit plans have the power to recruit, reward, and retain your leadership team. Now that you’ve decided to implement these plans, how do you find the best vendor to help you achieve your goals? Beyond client lists and references, find out what you really need to know.

This webinar equips you to ask the right questions and successfully evaluate a potential vendor. You’ll learn what role compliance plays in the selection process.

Takeaways:
Overview of executive benefit plans
Three stages of your future relationship
What the NCUA expects

Published in: Economy & Finance
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