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Partner Solutions

At Credit Union Financial Network we consider ourselves a partner, not a credit union vendor. Our expertise is a resource that credit unions see as a value to help strengthen your relationship with your current members, bring in additional assets and grow your membership.

CUFN is constantly reviewing best practices to help educate your employees, your Select Employer Group relationships, and manage your investment program. Your expectations and goals determine your program strategy. We give you all the elements of effective program integration, compliance services and keep your goals in mind with these tools:

  • Integrated Financial Planning process
    • Effective referral training
    • Platform Integration
  • Financial Education
    • Onsite
    • Public 
    • Online web
  • Exceptional Compliance Services
    • Low Advisor / OSJ Ratios
    • Customized Compliance Standards to meet State and SEC/FINRA requirements
  • Targeted Member Awareness campaigns
    • Turn key marketing library
    • Member Newsletter articles
    • Client Brochures
 

Not NCUA Insured | No Credit Union Guarantee | May Lose Value

The Registered Representative(s) is/are registered representative(s) with, and securities and insurance products are offered through, LPL Financial, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. Neither Credit Union Financial Network or its Credit Union partners are affiliates of LPL Financial.

Financial Plans that may be generated through Plan4Tomorrow.com should not be interpreted as investment advice or as an alternative for individual recommendations. LPL Financial does not endorse, or approve of, and is not affiliated with Plan4Tomorrow.com or the output associated with the service. LPL Financial does not give tax or legal advice. The output generated from Plan4Tomorrow.com may be used with your LPL Financial Registered Representative during the course of normal suitability analysis for security or insurance recommendations.

This site is designed for U.S. residents only. Please note that not all of the investments and services mentioned are available in every state.