Is there an opportunity for your credit union to not only retain, but deepen your revenue stream through those additional products and services your members are currently seeking – and acquiring – elsewhere?
CUNA Brokerage Services, Inc. commissioned Kehrer Saltzman & Associates to investigate and outline the scope of this opportunity for the credit union marketplace. The analysis measures how well credit unions have penetrated this opportunity, and identifies the characteristics of credit union members who have purchased investments and life insurance at their credit union.
Are you ready to determine whether your credit union needs to offer investment and life insurance services?
After filling out the form to the left, you’ll be able to instantly download your own PDF copy of this printable report.
* The Opportunity for Credit Unions in Investment and Life Insurance Services, 2013
Visit www.cunamutual.com/cbsi for more information.