Executive Benefits

Recruit Talent. Retain Quality. Reward Loyalty.

Give Your Leaders A Strong Reason To Stay

Why Frost Executive Benefits?

Executive Benefits - Puzzle Piece Pyramid with Avatars

Is a SERP for You?

Learn the benefits of both 457(f) and Split-Dollar plans.

No Off-the Shelf Plans.

In fact, we don’t have a shelf. All plans are fully customizable to meet your needs and budget.

Recruit? Retain? Reward? Yes.

Whatever your goals (and those of your executives), we're here to make them happen.

Regulatory Compliance Concerns?

That's our specialty. Whether it's the NCUA or IRS, we're tied in, so you can go about your business.

Helping you build Executive Benefit plans to recruit, retain, and reward top-notch talent.

Our Executive Benefit Plan services are exclusively for Credit Unions.  The focus is on Supplemental Executive Retirement Plans (SERP’s), which can provide the highest tax-free income to a specific executive or executive team, either before or after retirement.  We also design Expense-Offset Plans and specialized Director benefits.


Your decision-makers move forward with confidence when they are knowledgeable. 

Get informed in plain English

Executive Benefits Education - Woman Writing on Board
Executive Benefits Plans - Yellow Notes


You want customization. We get it. 457(f)? Split-dollar? Experience tailored plans to fit your needs..

Unique. Just Like Your Credit Union.


We know what regulators want, today and ongoing. Their preferences can be a moving target.

We Keep You Informed

Executive Benefits Compliance - IRS
Executive Benefits Service - White Gloves


Credit Unions leave other providers to come to us. We have never lost a client to a competitor.

Earning Your Loyalty. Continuously.

Questions for us?

We're Here for you.

Product or Service Inquiries? Training Requests?

Reach out and we’ll get back to you as soon as possible.

Get your complimentary

GAP Analysis

Let the industry veterans at Frost give your GAP program an annual checkup. With a “no sales-pitch promise”, it’s quick and easy!

Register for your free GAP program analysis now.

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Expect to hear back from us shortly. For immediate assistance during business hours, please use the VisualGAP online chat function or call 888-753-7678.

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Thanks for requesting a GAP Program Analysis!

Here’s how the process will work:

  1. You will receive an email in a few moments confirming the request.
  2. A GAP specialist from our team will reach out to you by email to discuss any NDAs or other documents necessary for everyone’s security. (Make sure you whitelist *@frostinsure.com so you get all our messages!)
  3. Program information will be shared and we will conduct our analysis. Upon completion, we will schedule a mutually-agreeable time to review the findings.
  4. Want to dig deeper on VisualGAP? Let’s get everyone involved in the decision making process into a session. Feel it’s not for you at this time? That’s ok. We appreciate your honesty and thank you for your time and trust.

Questions? Give us a call at 888-753-7678.