Member Products to Deepen Member Relationships - CUNA Mutual Group

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Member Products to Deepen Member Relationships

We can help you:	Consider:
Proactively expand and retain existing relationships with your profitable members	Increase PFI status by proactively marketing investment and insurance solutions to members – MEMBERS Financial Services and MemberCONNECT Reach more of your members that are geographically dispersed with the MemberCONNECT direct marketing program IRA Services provides a wide array of marketing materials for meeting your members needs

Attract new members	All programs help you provide a breadth of financial services conveniently to members so that they have no need to look to other financial services providers Obtain new members through referrals from MEMBERS Financial Services satisfied clients Reach new members through MEMBERS Financial Services representatives’ seminars

Cross sell a comprehensive range of products to provide complete solutions to members	MEMBERS Financial Services representatives use a comprehensive needs-based approach that results in identification of member needs that are best met by a credit union’s traditional offerings MemberCONNECT interaction centers address members’ real needs and offer the product that’s right for the member

Help members plan for their financial future	MEMBERS Financial Services Program Offer financial guidance and analysis for members Use a needs-based sales process when working with members Provide online member education resource center through MEMBERS Financial Network IRA Services offers member marketing materials which will educate members on their IRA retirement options
Address the breadth of your members’ needs	MEMBERS Financial Services Program A complete menu of quality investment products from leading product providers A full menu of insurance products through a master brokerage agreement Long term care insurance through dedicated specialists Two direct brokerage solutions – CUNA Brokerage Services, Inc. and MEMBERS FolioInvesting Member focused asset management capability Brand-friendly MEMBERS products and private labeling options Fee-based managed accounts for higher net worth members Financial guidance and analysis to members Wealth management services including integrated trust services MemberCONNECT offers: Over 20 different life products and Accidental Death & Dismemberment A complete menu of individual property and casualty products from leading product providers A complete menu of quality investment products from leading product providers through member interaction centers Long term care insurance through member interaction centers Brand friendly MEMBERS products Financial guidance to members
Provide excellent member experiences and service	All of our programs: Integrate member sales and service into all channels Train representatives to reinforce the credit union relationship in every member contact Implement a member needs-driven sales and service process Provide outstanding member service support Provide outstanding member sales support Provide expanded access for the convenience of members

To learn more about the member products to help grow your business, contact your CUNA Mutual Sales Executive at 1-800-356-2644.