Insurance
Digital-First, Not Digital-Only: Why Human Connection Still Matters
Article Written By: Lauren Hoeffel Over the past decade, “digital first” has become a defining strategy across the financial services landscape. Credit unions have invested heavily in mobile banking platforms, AI-powered chat tools, online lending portals, and automated member communications. And for good reasons: today’s members expect fast, intuitive, and secure digital experiences. But somewhere…
Read More about Digital-First, Not Digital-Only: Why Human Connection Still MattersWhat Is Term Life Insurance and How Does It Work?
Article Written By: Lauren Hoeffel If you’ve started researching life insurance, you’ve probably seen the term “term life insurance.” For many people, it’s the first type of policy they consider and for good reason. It’s often straightforward, affordable, and designed to protect your family during the years they need financial protection the most. But what…
Read More about What Is Term Life Insurance and How Does It Work?Should You Increase Your Child’s Life Insurance Coverage? Here’s What Most Parents Don’t Realize
Article Written By: Lauren Hoeffel If you’ve already taken the step to secure life insurance for your child or grandchild, you’re ahead of most families. But what many parents don’t realize is this: Your child’s policy may not be a one-time decision. In many cases, you can boost their coverage while they’re still young—and at…
Read More about Should You Increase Your Child’s Life Insurance Coverage? Here’s What Most Parents Don’t Realize5 Marketing Strategies Credit Unions Can Use to Compete with Big Banks
Article Written By: Lauren Hoeffel Every day, big banks dominate headlines, ad budgets, and market share. The largest banks control much of the financial services industry, leaving thousands of smaller institutions to compete for the rest. So, it’s natural for credit union leaders to ask: “How can we realistically compete with big banks?” Credit unions…
Read More about 5 Marketing Strategies Credit Unions Can Use to Compete with Big BanksWhat Are the Disadvantages of Term Life Insurance?
Article Written By: Lauren Hoeffel Term life insurance is often described as the simplest and most affordable type of life insurance. And in many cases, that’s true. It offers straightforward coverage for a specific period of time—typically 10, 20, or 30 years—and pays a death benefit if you pass away during that term. But here’s…
Read More about What Are the Disadvantages of Term Life Insurance?Why Term Life Insurance Might Not Be Right for You
Article Written By: Lauren Hoeffel If you’ve been researching life insurance, you’ve likely come across term life insurance. It’s often pitched as the most affordable and straightforward option. And for many, it is. But what’s usually not discussed—at least not openly—is when term life insurance might not be the best fit. At Family Security Plan,…
Read More about Why Term Life Insurance Might Not Be Right for YouSpring Clean Your Finances: 7 Smart Insurance Moves to Make Before Summer
Article Written By: Lauren Hoeffel Spring cleaning isn’t just for closets and garages. It’s also the perfect time to clean up the financial stuff you don’t look at often… but really should. And at the top of that list? Your insurance. Because here’s the truth: most people buy life insurance, set it, and forget it.…
Read More about Spring Clean Your Finances: 7 Smart Insurance Moves to Make Before SummerThe Modern Member’s Financial Journey: How Credit Unions Can Walk Beside Them Every Step of the Way
Article Written By: Lauren Hoeffel If you work at a credit union, you’ve probably heard some version of this from members: • “I’m doing everything right… Why do I still feel behind?” • “Should I pay off debt first or start investing?” • “Is buying a home even realistic anymore?” • “What should I do…
Read More about The Modern Member’s Financial Journey: How Credit Unions Can Walk Beside Them Every Step of the Way