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Resource Type
Article Ebook Tip Sheet
Life Events
Birth of a Child Buying a Home Career Changes Estate Planning Getting Married Health Changes Retirement Planning
Insurance Products
Accident Critical Illness Disability Hospital Sickness Life Insurance Term Life Whole Life
Topic
Benefits of Insurance Financial Education and Planning
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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
Knowing my family was protected gave me peace of mind and confidence in our financial future.
Brenda B. Policyholder
Whole Life
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
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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?
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    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?
    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?
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    If something happened to you, could your family maintain their lifestyle?
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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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      10
      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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      10
      Completely disagree
      Completely agree
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      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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      Completely disagree
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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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      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
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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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      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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      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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      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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      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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