Member Products to Manage Risks

We can help you:	Consider:
Protect your credit union from financial and regulatory risks while maintaining state-of-the-art services	CUNA Mutual: Indemnifies the credit union from financial services E&O losses Aggressively pursues representative non-compete clauses Helps credit unions continue operations during significant business interruptions Helps credit unions maintain long term stability by leveraging CUNA Mutual’s financial strength Ensure complete integration of insurance with CU Bond Provides dedicated compliance specialists regionally, throughout the country to ensure the quality of your services to members Provides IRA publications for state and federal IRS regulations

Manage compliance risk	MEMBERS Financial Services provides dedicated compliance specialists throughout the country CUNA Mutual’s compliance staff works aggressively to support credit unions’ interests in state insurance, privacy and other regulations Our contacts and processes ensure your credit union remains in control of all member relationships IRA Update provides information on federal IRS and some state regulations to help you stay current on tax changes IRA Services provides ongoing education and continuous updates to staff on complex IRA compliance issues Our IRA Compliance Evaluation Service provides in-depth evaluation and analysis of your IRA program to help ensure compliance with federal IRA regulations

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