Enjoy the fruits of your labor. Plan for your retirement and get excited for what’s to come.
Rising education costs require a forward-thinking plan. Take care to prepare for one of life’s biggest investments.
We believe small businesses are the backbone of America. We partner with you to help your business thrive.
CUFN Insurance is resourced with the investment services of Priority Financial Group, LLC (PFG). The management team of CUFN and PFG has been helping Financial Institutions integrate financial planning/wealth management and insurance services for over 15 years. Their management expertise, recruiting, and training allows you to focus on growing your Financial Institution while they build out the insurance and investment solutions.
PEOPLE - Sales, Service, and Compliance Teams for Insurance and Investment Departments
PROCESSES - Financial Education and Financial Planning/Investments and Insurance
PROFITS - Net Income Increases When the Right People are in the Right Seats
Your Financial Institution earns higher payouts and lower expenses as part of a larger CUSO/OSJ buying group because of a relationship with higher quality advice from higher quality advisors. In addition to Insurance and Investment products and services, you will have access to Estate Planning Services, Advisory, Asset Management, and Financial Planning options bringing legitimacy and recurring revenue to your program.
The data below reflects the previous day close.
Market data provided by xignite.
Advisors and financial institutions of all sizes rely on our investment, insurance, and estate planning services. At CUFN we offer added support to Credit Unions to provide you with a distinct advantage.