A successful financial planning program consists of many solutions for your members to help them through their various life stages. One of those solutions is life insurance. In this webcast, we discuss the opportunities that exist for your credit union by offering life insurance to your members as part of your financial planning program.
This webcast features the expertise of Barry Dayley, Executive Vice President for Money Concepts. He has ran programs both at CUNA Mutual Group and Money Concepts that have helped establish turnkey financial planning and wealth management solutions for well over 600 credit unions nationwide.
Watch this webcast.
Contact Info at: www.nafcu.org/moneyconcepts