Did you know on average credit unions have only a 2.9% penetration of their membership with investment products?* CUNA Brokerage Services (CBSI) takes a more tailored approach to helping you reach more members with wealth management and financial planning programs. Our experienced management team offers exceptional day-to-day consultative guidance and support to improve operations and lower your cost of doing business.
This approach is central to our flexible program structure, which can be tailored to the needs of every credit union, its members and its advisors.
You won't get that from a rigid, one-size-fits-all structure.
Choose your own service model. One that fits your revenue and operational needs and is flexible enough to grow along with your program. CBSI has a solutions-focused program approach. Your credit union elects the level of service, and compensation model, that best fits your needs.
To better serve more of your members, CBSI also offers a wide range of investment vehicles and options. This open architecture menu includes nationally-recognized, industry-leading provider offerings: mutual funds, stocks, bonds and option trading services, annuities, insurance, discount trading, as well as Unit Investment Trusts (UITs), and real estate investment trusts (REITs).
Let's work together to create the most beneficial program for you and your members. Call today.
*“A Review of Key Industry Issues,” Raddon Financial Group, Summer 2012.