It’s time to redefine safety.
Join Elite Capital Management Group for a strategic session on how Structured Protection – anchored in the proven zero-cost collar framework – can deliver equity participation with defined downside protection. This approach empowers credit unions to pursue returns without tethering their balance sheets to every Fed decision.
What You Will Learn
- Diagnose the real source of embedded losses: Why the sharp rate movements since 2022 turned “safe” bonds into structural portfolio drag.
- Redefine risk management: How Structured Protection strategies reduce interest rate sensitivity and restore balance sheet flexibility.
- Transform ASC 321 into a strategic lever: Convert accounting volatility into a tool for transparency and advantage.
- Capture equity-linked upside with defined protection: Participate in market growth while insulating against declines.
- Diversify beyond traditional fixed income: Build resilience by expanding exposure beyond bonds without sacrificing safety.
- Implement with confidence: Practical steps to evaluate, adopt, and operationalize Structured Protection in your credit union’s investment framework.
For clarity: Elite Capital Management Group does not offer BOLI, annuities, or any insurance‑based products. As an SEC‑registered fiduciary, our sole focus is on transparent, liquid, market‑driven investment strategies. This session reflects our commitment to delivering solutions that align with regulatory standards, prioritize client interests, and provide clarity in an environment where trust and transparency matter most.
