Financial and Insurance

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Today, a credit union's goals include supporting the financial independence of its members and securing its own financial foundation. The following Preferred Partners offer solutions to protect credit unions and members from financial risk and improve the bottom-line.

Understanding the Ins and Outs of Non-Qualified Retirement Plans for Your Credit Union (Podcast)

To successfully plan and implement non-qualified retirement plans, there are key steps that you must first consider. In this podcast we visit with Jennifer Jackson, Senior Manager at Burns-Fazzi, Brock and Kirk Sherman, a partner with Sherman & Patterson, LTD, to explore the ins and outs of non-qualified retirement plans, including a look at what your peer credit unions are doing, proper steps to implement your plans, legal risks to consider, and vendor due diligence.


All Partners in Financial and Insurance

Affinion Group

AD&D Insurance

Allied Solutions

Bond Insurance, Creditor Placed Insurance, GAP, Mechanical Breakdown Protection

Burns-Fazzi, Brock

Executive Benefits and Compensation Consulting Services

Genworth Mortgage Insurance

Private Mortgage Insurance

IMPACT Financial

Overdraft Programs and Related Solutions


Outsourced Insurance Agency Solutions

Money Concepts

Turnkey Financial Planning & Wealth Management Solutions

Pentegra Retirement Services

Qualified Retirement Plans for Credit Union Employees


Auto Refinance Loan Generation and Production

Securian Financial Group, Inc.

Credit Insurance and Debt Protection