Individuals Credit Unions
Let’s Partner
$60M in benefits paid last year
50+ years serving credit unions
200+ credit union partnerships

Turn member engagement into measurable growth

The Family Security Plan partners with credit unions to drive organic growth, deliver financial wellness education, and provide exclusive member benefits, all at no cost to you.
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“The Family Security Plan provided an opportunity to offer lifeline insurance products to our members and continue educating them on products that can really help provide for their families.”

Paul Hughes, President & CEO
Greenville Federal Credit Union

“[FSP] brought a level of proactive engagement that we were not able to execute on our own, creating more touchpoints with our members and uncovering opportunities we otherwise would have missed. It shifted us from a reactive approach to a more relationship-driven strategy.”

Denelle Miller, President & CEO
FiCare Federal Credit Union

“Your team really does a great job making sure the partnership stays focused on members and families. Your commitment to the relationship shows.”

Brian Sponaugle, Chief Operating Officer
Greenville Federal Credit Union
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How credit unions grow with FSP

Engagement Engine Member Protection Credit Union Growth
FSP
AA mom dad and daughter

We reach your members through outbound calls, co-branded emails, and community events, keeping your credit union top-of-mind and delivering warm leads to your team every day.

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Through personalized consultations, we introduce your members to exclusive FSP insurance products, giving them affordable coverage and greater peace of mind as a benefit of their membership.

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female sales rep with client

We help your credit union grow through dedicated business development, employer group outreach, and community engagement, strengthening relationships and creating new membership opportunities.

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Strategic solutions for credit union growth

Member Engagement
Business Services
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Member Engagement
Services include:
  • Targeted member outreach programs
    Systematic outbound calling and co-branded email campaigns that keep members connected to your credit union, driving meaningful engagement, and creating opportunities to promote your products and services, all without adding a single task to your team's plate.
  • Highly trained member engagement specialists, dedicated to your credit union
    Our representatives are trained to represent your credit union as an extension of your team, with care, consistency, and professionalism, in every conversation.
  • Personalized member consultations
    Every interaction is tailored to your members' individual needs, life stage, and financial goals - helping them get more value from their membership while building stronger loyalty and long-term relationships with your credit union.
  • Education-driven communication strategies
    We don't just reach out, we educate. Every touchpoint is designed to build financial confidence and deepen the relationship your members have with your credit union.
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Business Services

Trusted by 200+
credit unions nationwide

Greenville Federal Credit Union
Greenville Federal Credit Union
Zeal Credit Union
Zeal Credit Union
United Teletech Financial Federal Credit Union
United Teletech Financial Federal Credit Union
Tropical Federal Credit Union
Tropical Federal Credit Union
Trax Credit Union
Trax Credit Union
Toledo Metro Federal Credit Union
Toledo Metro Federal Credit Union
Team One Credit Union
Team One Credit Union
Superior Credit Union
Superior Credit Union
Sun East Federal Credit Union
Sun East Federal Credit Union
Raritan Bay Federal Credit Union
Raritan Bay Federal Credit Union
Priority Trust Credit Union
Priority Trust Credit Union
Philadelphia Federal Credit Union
Philadelphia Federal Credit Union
People's Alliance Federal Credit Union
People's Alliance Federal Credit Union
One Detroit Credit Union
One Detroit Credit Union
Advanced Financial Federal Credit Union
Advanced Financial Federal Credit Union
Advent Health Credit Union
Advent Health Credit Union
American Spirit Federal Credit Union
American Spirit Federal Credit Union
CPM Federal Credit Union
CPM Federal Credit Union
Credit Union of New Jersey
Credit Union of New Jersey
Dade County Federal Credit Union
Dade County Federal Credit Union
Destinations Credit Union
Destinations Credit Union
Eaton Family Credit Union
Eaton Family Credit Union
First Atlantic Federal Credit Union
First Atlantic Federal Credit Union
Freedom Credit Union
Freedom Credit Union
Garden Savings Federal Credit Union
Garden Savings Federal Credit Union
Government Printing Office Federal Credit Union
Government Printing Office Federal Credit Union
Greater Alliance Federal Credit Union
Greater Alliance Federal Credit Union
Healthcare Employees Federal Credit Union
Healthcare Employees Federal Credit Union

Trusted by over 200,000 families

The team was compassionate, responsive, and made it easy to understand our options when we needed help most.
Miranda T. Policyholder
Disability
The process was straightforward, and I felt supported every step of the way during a difficult time for my family.
Maria S. Policyholder
Term Life
That’s what accident insurance is for. If one or both of us may not be able to work if something occurs, the money will go towards that loss of income.
Christina H. Policyholder
Accident
I want to make sure that my bills are still paid in the event that I fall victim to something debilitating to my health. Losing an income may not be the end all but it would be better to not lose it at all. I chose protection because I would rather have peace of mind.
Saundra D. Policyholder
Critical Illness
When unexpected medical expenses arose, having coverage in place gave us one less thing to worry about.
John D. Policyholder
Hospital Sickness
Is your member engagement <br/>engine working at full capacity?

Is your member engagement
engine working at full capacity?

Take our 2-minute assessment quiz to find out.
Start Assessment

Questions every credit union executive asks

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Get your custom engagement score

Take our 2-minute assessment to see how The Family Security Plan can help you increase engagement, strengthen relationships, and drive measurable organic growth.
Start Assessment
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Product Assessment
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What best describes your current life situation?
How old are you?
Are you currently employed?
What is your biggest financial concern if something unexpected happened?
Select all that apply
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Which of these apply to your current situation?
Select all that apply
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How long do you need coverage?
Would you like to cover anyone else in your family?
Select all that apply
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How would you describe your lifestyle?
What matters most to you in an insurance plan?
What weekly budget are you comfortable with for insurance?
Almost there! Where should we send your personalized recommendation?
A Family Security Plan® specialist may also reach out to answer any questions.

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    Coverage Quiz
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    What’s your age range?
    Do you support children, a spouse, or other family members?
    Have you had a big life change lately?
    What best describes your job situation?
    Do you or your spouse work in a high-risk job?
    (for example a firefighter, police officer, construction worker, etc.)
    How long could your household stay afloat if your income stopped?
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    Do you have emergency savings set aside?
    Do you have life or supplemental insurance through work or elsewhere?
    Will your insurance coverage continue if you leave your job or retire?
    Have you reviewed your insurance in the past year?
    Do you have any major debts?
    If something happened to you, could your family maintain their lifestyle?
    Are you concerned about losing income if you couldn’t work?
    What types of insurance are you open to learning more about?
    Select all that apply
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    What’s your monthly budget for coverage?
    Your Insurance Coverage Score is Ready!
    Enter your details below to view your complete results.

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      Credit Union Health Score
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      Credit Union Health
      We innovate from within, embracing needed change with speed and implementing new ideas as part of a formal strategic plan.
      Are your ideas truly inspired from within your team? Does implementation happen, or do great ideas stall between inspiration and execution?
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      Completely disagree
      Completely agree
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      Credit Union Health
      Our third-party relationships are genuine strategic partnerships that advance our long-range and short-term strategies.
      Do your partners bring measurable value beyond their product or service, or do they simply fill a line item in the budget?
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      Completely disagree
      Completely agree
      Next
      Credit Union Health
      Our leadership team holds itself and our teams accountable to clear, measurable goals, and everyone knows the numbers.
      Does the team know what is expected? Do they solve their own problems, or rely on the CEO to come up with solutions? Does everyone know and can recite the credit union's overall goals?
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      Channels Of Access
      We proactively reach out to our membership through outbound calling, email campaigns, and community outreach rather than waiting for members to come to us.
      Industry data shows only 30% of loan origination comes from proactive channels. Where does your credit union stand? Insurance is 95% proactive: how proactive are you?
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      Completely disagree
      Completely agree
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      Channels Of Access
      Our Business Development Team systematically visits employer groups and intentionally builds lasting relationships with key contacts throughout.
      Is your BD team held accountable to visits and results? Are contacts tracked continuously, not just when a position turns over?
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      Completely disagree
      Completely agree
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      Channels Of Access
      Our online and mobile banking, social media, and email marketing actively generate interest in products and services, pointing members toward educational content and referrals.
      Do you have your own content or do you pull from outside? Is it personalized and segmented by member life cycle, or are you still sending blanket messages to your entire membership?
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      Completely disagree
      Completely agree
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      Channels Of Access
      Our branches and contact center are optimized to educate members and generate meaningful cross-selling results, not just service transactions.
      How is cross-selling measured? Is it consistent across the team, or dependent on a few top performers? Does everyone know the numbers, and are those numbers celebrated?
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      Completely disagree
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      Member Engagement
      We have a systematic outbound engagement program that builds trust before the call, uses member data to personalize each conversation, and produces measurable results.
      Is it truly systematic, or occasional and one-off? Do you warm up the call with personalized emails first? A program that runs occasionally produces occasional results.
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      Completely disagree
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      Member Engagement
      Our member engagement conversations consistently lead to action - members participating in appropriate products and services - and we track and celebrate those results.
      What is the desired call to action on each engagement, and is it consistently measured? Are the actual results meeting the purpose of the program?
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      Completely disagree
      Completely agree
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      Member Engagement
      We measure the critical metrics of our engagement program - loan conversions, cross-sell results, retention rates - and use that data to make real decisions.
      Can you show the results of your engagement program right now in a report, not an estimate? A program without data is a program running on belief.
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      Completely disagree
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      One last step.
      Your Credit Union Health Report is ready. Enter your information below and a Family Security Plan specialist will be in touch to walk through your results.

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