Market Report: Why CUs Need to Offer Insurance Now

April 27, 2021 | 2:00 PM EST

About the Webinar

Credit unions can be seen as real options for high value services like insurance and investments, but this isn't often recognized by their members. Join this discussion to learn how to weave insurance programs into your business model to earn incremental non-interest income. And hear why partnering with a third-party expert in insurance marketing can set you up for success in terms of product positioning, branding, marketing, and pricing.


Key Takeaways:

  • Why consumers don't often purchase insurance from their financial institutions, and how to change that 
  • Which generations are most likely to purchase insurance from their financial institution
  • What factors motivate consumers to purchase insurance

Register for the Webinar

Presented By

Andrea Heger
Andrea Heger

SVP Client Success | Franklin Madison

Andrea believes working with a unique group with diverse perspectives creates opportunities for extraordinary collaboration. And for the last four years since she joined the company, she has helped teams continue growing the business and provide excellent service to clients. Before arriving in Tennessee, she spent 15 years at a large financial institution, integrating marketing for cross credit promotions and developing insurance products.