| Grow and develop CU staff expertise in non-traditional products and services |
MEMBERS Financial Services offers:
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Strategy development and business planning consultation through Member Services Officers
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Users Meetings for peer best practice sharing opportunities
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Training for program managers
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Training for trust officers
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Training for credit union staff
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Licensing opportunities for credit union staff with the rMSR and dual employee programs
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Complete training, career progression, and recognition programs for representatives and program managers
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Technical and product support through in-house call centers
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National representative recruiting services to help credit unions find good employees for their financial services program
IRA Services offers:
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| Deliver investment and insurance services through multiple channels |
MEMBERS Financial Services offers these integrated channels:
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Face-to-face, in-branch representatives
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Representative direct marketing lead generation activities
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Remote financial management center to support front-line credit union staff
MemberCONNECT offers these integrated channels:
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| Offer a complete menu of financial solutions to your members |
MEMBERS Financial Services offers:
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A complete menu of quality investment products from leading product providers
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A full menu of insurance products through a master brokerage agreement
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Long term care insurance through dedicated specialists
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Two direct brokerage solutions – CUNA Brokerage Services, Inc. and MEMBERS FolioInvesting
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Member focused asset management capability
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Brand-friendly MEMBERS products and private labeling options
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Fee-based managed accounts for higher net worth members
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Financial guidance and analysis to members
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Wealth management services including integrated trust services
MemberCONNECT offers:
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Over 20 different life products and Accidental Death & Dismemberment
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A complete menu of individual property and casualty products from leading product providers
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A complete menu of quality investment products from leading product providers through member interaction centers
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Long term care insurance through member interaction centers
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Brand friendly MEMBERS products
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Financial guidance and analysis to members
IRA Services offers assistance with:
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| Evolve the structure and components of your investment and insurance program to fit the needs of your credit union |
MEMBERS Financial Services allows dual employee, managed and transition program flexibility
MemberCONNECT provides a menu of product options, mailing flexibility and creative customization for CUs seeking more control over program
IRA Services offers fully-administered and self-administered programs through paper or online delivery systems
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To learn more about the member products to help grow your business, contact your CUNA Mutual Sales Executive at 1-800-356-2644.
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