The Critical Missing Piece in Financial Well-Being

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About the Webinar

Is achieving financial well-being important to your members? You bet it is.

Is your credit union doing its best in helping them get to it? If your answer is no, not sure, or even yes, then you should plan on attending this session.

Key takeaways:

  • Understand what the term “financial well-being” truly means.
  • Hear what several financial institutions found when they explored what financial well-being means to their members.
  • Learn how to gauge if your credit union is providing an optimal mix of insurance to assist in members’ financial well-being.
  • Find out how offering additional insurance options to your members can increase their loyalty to you, as well as improve the performance of your credit union.

Register for the Webinar

Presented By

Julie Miller
Julie Miller

VP, Client Services & Customer Experience | Franklin Madison

Julie Miller is a seasoned management professional with 20+ years of experience in the insurance and financial services industries and has been with Franklin Madison since 2002. Julie began her career at Franklin Madison as a Client Manager, overseeing an internal team and large client relationships. She was quickly promoted to Director and moved to the sales division, where she managed both the Sales Client Management Team and the Community Bank Sales Team. She was also responsible for several large company initiatives, including association relationships and B2B marketing. In July of 2008, Julie moved back to the Client Services Group to take ownership of the Insurance Services Team.