"Andy's expertise and knowledge of Executive
Benefit Plans made my Executive Committee feel very comfortable
working with Andy. Ultimately they were able to design a plan
that will keep me with the Credit Union until retirement and reward
me for my service to the Credit Union."
Marvin McBee, President/CEO
Heritage South Community Credit Union
Shelbyville, TN |
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"We evaluated several vendors
for our Executive Benefit Plan and felt that Andy was the most
knowledgeable and professional. Andy worked effectively with our
Board to design a comprehensive Executive Benefit Program that
not only provides an attractive retirement benefit but also addresses
our post-retirement healthcare needs."
Jerry Locke, Chairman of the Board
Insight Financial
Credit Union
Orlando, FL
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