Testimonials

Why are our clients all reference-able? Because they got retirement plans that made sense for them, and that their boards approved. Our clients wanted something reasonable and fair for both themselves and their credit unions. They got it with The Sheeter Group.

“We were looking for an Executive Benefit Plan that would reward and retain our Executive Team. Our challenge was to provide a valuable benefit to a relatively young Executive Team that would provide them with an incentive to stay with the Credit Union. The Sheeter Group developed a plan that provided those incentives and accomplished exactly what we wanted.”
Jay Young, President/CEO
Fiberglas FCU, Newark, OH
 

"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
 

“Andy delivered where others couldn’t. Other agents were focused on what they wanted me to have. Andy listened and he designed a plan that worked for me, a plan I felt comfortable presenting to my Board.”
Ken Bradshaw, President/CEO
Liberty First Credit Union, Lincoln, NE
 

"We evaluated several agents 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 provided an attractive retirement benefit for our CEO."
Jerry Locke, Chairman of the Board
Insight Financial Credit Union, Orlando, FL
 

"Our Credit Union was looking for an executive benefits specialist to assist us with 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."
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 prior agent 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 straightforward 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