"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

"We evaluated several vendors for our Executive Benefit Plan and felt that Andy was the most knowledgeable and professional. Andy worked effectively with my Board to design a comprehensive Executive Benefit Program that not only provides an attractive retirement benefit but also addresses my post-retirement healthcare needs."
Jerry Locke, Chairman of the Board
Insight Financial Credit Union, Orlando, FL

"Our Credit Union was looking for an executive benefits specialist to takeover the administration of our existing executive benefit plan.  Finding someone who had specific experience with credit unions was important.  We chose to work with Andy because he had worked with credit unions and allowed us to use our original funding investments and gave us the peace of mind of knowing that our plan is being properly administered."
Brenda Owensby, PhD, SPHR, VP of Human Resources
ORNL FCU, Oak Ridge, TN

“Andy worked extensively with my board to develop a benefit plan that we could both agree upon.  We chose to work with Andy because of his knowledge of executive benefit plans, his ability to work with my board, and his commitment to providing great service.”
Randy Smith, President/CEO
TLC Community Credit Union, Adrian, MI

“We were unhappy with the performance and the level of service that we were receiving from our previous executive benefit plan provider so we turned to Andy to help us with our plan.  Andy was able to redesign our plan and bring it up to date and “in-line” with the benefits that my peers are receiving.”
Robert Delaney, President/CEO
Gold Coast FCU, West Palm Beach, FL

“Andy was patient during the plan design process and delivered a plan funding design that fit what we were looking to accomplish with our Executive Benefit Plan.  We chose to work with Andy because of his straight forward and honest approach to explaining our benefit funding options.  We are confident that Andy will keep us abreast of market conditions and help us to maximize the potential of our plan.”
Cheryl DeBoer, President/CEO
First Community FCU, Parchment, MI

“Andy was willing to work with us to design an Executive Benefit Plan based on the parameters that we provided him.  We felt that he listened well to what we wanted to accomplish with our Executive Benefit Program.  The Compliance Manual that Sheeter Consulting provided after our plan was implemented is more thorough than any Executive Benefit Plan compliance piece that I saw as a former Auditor of Credit Unions .”
Bill Allender, Executive Vice-President
BMI Federal Credit Union, Columbus, OH

 

 

 

  
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