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Yearly Credit Union Performance Review
To keep our goals consistent with your expectations of us, we perform an annual review of our results. At this review meeting, we discuss ways in which we can assist you in increasing business throughout your credit union.
Topics of Interest:
Business Development Results
Details the number of new members and cross-sold services that our representatives obtained for your credit union. |
Total Death Benefit In-Force
Details the amount of insurance coverage that our carriers have in-force on your members. |
Families Protected
Provides the total number of credit union members that have purchased The Family Security Plan® by product, since inception. |
Total Claims Paid
Shows how many of your credit union members have benefited in their time of need from owning a Family Security Plan policy. |
Breakdown of Policies
Provides the amount of Whole Life, Disability Income and Critical Illness Insurance policies sold to your members in the past year. |
Reimbursements
States the amount of reimbursement your credit union received for policies sold by The Family Security Plan representatives. |
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