Individuals Credit Unions
Let’s Partner
two women looking at their phones while waiting on a subway platform

See our partners

We currently partner with over 200 credit unions across the country.

A C D E F G H J L M N O P R S T U Z
View All
cta illustration

Don't see your credit union?

You may still be eligible for affordable protection. Contact our team to explore your options or use our digital tools to see what coverage fits your life.
Schedule a Call
Back
Product Assessment
0 % Complete
Close
Percent
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
Empty Line
Which of these apply to your current situation?
Select all that apply
Empty Line
How long do you need coverage?
Would you like to cover anyone else in your family?
Select all that apply
Empty Line
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.

    Privacy Policy
    overlay
    Leave the quiz?
    If you exit now, your answers won't be saved and you will need to start over next time.
    Exit Quiz Keep Going
    Back
    Coverage Quiz
    0 % Complete
    Close
    Percent
    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?
    coverage quiz image 01
    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
    Empty Line
    What’s your monthly budget for coverage?
    Your Insurance Coverage Score is Ready!
    Enter your details below to view your complete results.

      Privacy Policy
      overlay
      Leave the quiz?
      If you exit now, your answers won't be saved and you will need to start over next time.
      Exit Quiz Keep Going
      Back
      Credit Union Health Score
      0 % Complete
      Close
      Percent
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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?
      0
      10
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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.
      0
      10
      Completely disagree
      Completely agree
      Next
      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?
      0
      10
      Completely disagree
      Completely agree
      Next
      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.
      0
      10
      Completely disagree
      Completely agree
      Next
      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.

        Privacy Policy
        overlay
        Leave the quiz?
        If you exit now, your answers won't be saved and you will need to start over next time.
        Exit Quiz Keep Going