Grow Relationships in Your Branch

Connecting and engaging as fully as possible with members in your lobby is vital to achieving your growth objectives – but not something you necessarily have the resources or staff for.

The Family Security Plan ® can help!

We at The Family Security Plan® specialize in serving credit unions and their members, completely customizing an approach to fit strategic needs, lobby environment and business culture. We are discreet and highly respectful when speaking to your members.

Our Goals

  • Develop meaningful connections with your members

  • Cross-sell the credit union’s products and services, leading with the product of your choosing

  • Introduce and explain The Family Security Plan® portfolio of supplemental insurance products, enrolling members based upon their need

Our Approach

As your partner, we will send professionally trained sales representatives to your credit union. They will be available at scheduled dates in your lobby to meet face-to-face with your members. Participation is the key to success, so we will occasionally have Member Appreciation Events offering refreshments, fun and prizes.

In addition, we will hold scheduled branch employee orientation for the purpose of educating your staff what The Family Security Plan® provides to members encouraging referrals with an opportunity to garner breakfasts and/or lunches.

Like you, we believe members always come first. And because we believe everyone deserves a financial safety net, our products are designed to be affordable, flexible and easily understood. To satisfy your members’ needs and grow your membership, we will work with you to provide more services, while finding opportunities to engage connect and protect your members!

Let Us Help You Engage and Grow!

The Family Security Plan® offers five different ways to help promote your credit union's products and services as well as our supplemental protection products.

Employer Group Marketing


Contact Center Partnership


Email / Digital Engagement


Outbound Engagement Campaigns