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It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Retirement Planning

Enjoy the fruits of your labor. Plan for your retirement and get excited for what’s to come.

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College Planning

Rising education costs require a forward-thinking plan. Take care to prepare for one of life’s biggest investments.

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Business Planning

We believe small businesses are the backbone of America. We partner with you to help your business thrive.

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About CUFN

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.

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Why Credit Unions Partner with CUFN

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

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Our Goals

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.

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Market Summary

The data below reflects the previous day close.

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Market data provided by xignite.

Services

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.

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