Financial Education
Why Insurance Is the Missing Piece in Your Credit Union’s Financial Wellness Strategy
Article Written By: Lauren Hoeffel If you run (or support) a credit union, you’ve probably heard some version of this question lately: “We have budgeting tools, financial education, and lending products… so why do our members still feel financially fragile?” It’s a fair question. Credit unions have made real investments in financial wellness. Credit score…
Read More about Why Insurance Is the Missing Piece in Your Credit Union’s Financial Wellness StrategyHow Credit Unions Can Lead the Financial Wellness Movement in 2026
Article Written By: Lauren Hoeffel The Question: “What role can credit unions really play in improving financial wellness in 2026—and why should it matter to members?” It’s a fair question. After all, financial wellness has become a buzzword tossed around by banks, and influencers alike. Everyone claims to help people “do better with money,” but few show measurable impact. That’s where…
Read More about How Credit Unions Can Lead the Financial Wellness Movement in 2026Why January Is the Perfect Time to Review Your Coverage
Article Written By: Lauren Hoeffel Every January, we’re surrounded by reminders to start fresh—set goals, organize our finances, and take better care of ourselves and our families. Yet one area people often overlook is their insurance coverage. And if you’ve ever wondered, “Do I really need to review my policies every year?” or “Is the…
Read More about Why January Is the Perfect Time to Review Your Coverage5 Best Reasons to Consider Whole Life Insurance in 2026
Article Written By: Lauren Hoeffel When most people start Googling life insurance in 2026, it’s because they’re asking some variation of the same question: “Is whole life insurance actually worth it?” It’s a fair question—especially with rising living costs, new digital financial tools, and more buzz than ever about term life being “cheaper.” If you’ve…
Read More about 5 Best Reasons to Consider Whole Life Insurance in 2026Why Credit Unions Choose The Family Security Plan®
Article Written By: Lauren Hoeffel If you’re a credit union leader, you’ve likely asked: “What makes a partnership truly valuable—for us and for our members?” That question sits at the heart of every decision credit unions make. Your mission is simple but profound: to serve members’ best interests. Every product, partnership, and program must align with that mission. So, when it comes…
Read More about Why Credit Unions Choose The Family Security Plan®Life Insurance vs. Emergency Fund: Why You Likely Need Both
Article Written By: Lauren Hoeffel When it comes to financial security, two of the most common tools people talk about are life insurance and an emergency fund. But here’s a question I hear all the time: “If I have an emergency fund, do I really need life insurance? Or if I have life insurance, do…
Read More about Life Insurance vs. Emergency Fund: Why You Likely Need BothLife Insurance Explained Through Ice Cream: Discover the Right Policy for Every Budget and Lifestyle
Article Written By: Lauren Hoeffel Life insurance. The term alone can conjure feelings of complexity, paperwork, and serious conversations. It’s time to simplify it. What if we could make life insurance as easy to understand as choosing your favorite ice cream? Let’s imagine for a moment that life insurance isn’t a financial product, but instead…
Read More about Life Insurance Explained Through Ice Cream: Discover the Right Policy for Every Budget and Lifestyle