Join our TOTAL BENEFIT PREFUNDING CUSO

CUSO Mission

In partnership with Credit Union Benefit, Total Benefit Prefunding CUSO’s mission is to incentivize and reward credit union partners that implement and refer our Total Benefit Prefunding strategy to other credit union partners.

The goal of the Total Benefit Prefunding CUSO is to build an endowment for our credit union clients that will allow them to use their investment gains to pay for 100% of their employee benefits and eliminate these expenses from their bottom line.

Investment Guidelines

• Credit Union must be a participating client in our Total Benefit Prefunding program
• Minimum Investment $250,000
• 100% Principal Protection
• Guaranteed 40% return in 10 years or less
• Principal may be withdrawn after 10 years
• Credit Unions receive revenue sharing on referrals to our Total Benefit Prefunding program

Referral Incentives

Credit unions will also be eligible for compensation through referrals to Credit Union Benefit as well as credit unions that invest in the Total Benefit Prefunding CUSO.

To join our CUSO, please contact us at success@cubenefit.com and put “Join CUB CUSO” in the Subject Line.