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Executive Summary

1. People - Sales, Service, and Compliance Team for Investment and Insurance Department

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.

2. Process - Financial Education and Financial Planning/Investments and Insurance

Your Financial Institution will benefit from the economies of scale for a fraction of the cost. Today, you may be leaving significant money on the table.

3. 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.


You will have more effective and efficient integration of the insurance and investment department of which you can be proud and profitable.