credit union overview
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UNFCU Financial Advisors Offerings to Credit UnionsTRANSCRIPT
- 1. Company Overview August 18, 2009 Copyright 2009. UNFCU Financial Advisors, LLC. All rights reserved. By Stephen J. Ryerson, President UNFCU Financial Advisors Presented To Credit Unions and Their Members
- 2. Contents
- Company Background 3
- Philosophy 4
- Locations 5
- Products & Services 6
- Innovative Programs 8
- Online Insurance Programs 9
- Features & Benefits Summary 10
- Marketing Solutions 11
- Disclosures 12
- Contact Info 13
- 3. Company Background
- UNFCU Financial Advisors is a wholly owned subsidiary of the United Nations Federal Credit Union - a financial organization serving the United Nations community since 1947 with a tradition of trust, integrity and unparalleled service. This tradition and commitment is now extended through UNFCU Financial Advisors to your credit union and members.
- 4. Our Philosophy
- We are committed to your financial well being through providing advice ensuring that your needs and goals are being addressed in a comprehensive way.
- We offer advice that
- is objective, unbiased and independent
- you can trust
- is clear and concise
- simplifies your life
- is affordable
- We have identified and carefully evaluated partners to ensure that expertise in all relevant areas is available to our clients
- 5. Current Office Locations
- Long Island City, NY
- Washington, DC
- Geneva, Switzerland
- Vienna, Austria (UNFCU Advisors, GmbH)
- 6. Products & Services - For Members
- Financial Planning & Consulting
- Investment Advisory & Management Services
- Estate Planning and Charitable Giving Programs
- 401(k) & IRA Rollovers
- Retirement Income Planning our innovative Retirement Solutions program
- Insurance Solutions
- Life & Health
- Long-Term Care
- Long-Term Disability
- Home, Auto & Umbrella
- Pet Health 5% online discount for credit union partners
- Moving significantly discounted vs. what movers charge
- Kidnap and Ransom
- WelcomeHomeProgram
- Real Estate Buying & Selling Assistance cash back rebates
- 7. Products & Services - For Credit Unions
- Investment Advisory & Management Services
- Employee Benefits
- Medical Programs compulsory and voluntary
- Retirement Plans
- Fidelity and Surety Bonds
- Risk Management & Loss Control Services
- Property and Casualty Insurance
- D&O, E&O
- Financial Institutions P&C Programs
- Vacant Home Insurance
- 8. Innovative Programs
- Help current and future retirees maximize their assets.
- An easy and simple way to shop for institutional priced annuities
- Generate Fee Income for your Credit Union
- Position Your Credit Union as the At and Post Retirement Resource
- Offers Cash Back Rebates in Most States
- Provides National Relocation Assistance
- Offers Discounts on Moving Related Products and Services
- Generate Fee Income for your Credit Union
- 9. Online Insurance Programs
- Life Insurance
- Travel Medical & Travel Accident Insurance
- Student Medical Insurance
- Vacant Home Insurance Coverage (Available anywhere in the world)
- Moving Insurance (costs significantly less than what movers charge)
- Belongings & Liability Insurance (Available anywhere in the world).
- Critical Care Coverage (for non-US citizens outside the US)
- Global Liability Insurance
- Pet Insurance
- Income Solutions (Low cost immediate income annuity program)
- Home & Auto Insurance (Coming soon)
- 10. Features & Benefits Summary August 18, 2009
- Offers your members innovative products and services they cannot get anywhere else
- Enhance membership value and increase loyalty by offering members and employees access to these new products and services
- Many of our programs and services offer professional online convenience
- Online availability provides more program access points for members
- Most programs easily integrate and complement your existing service offerings...
- In addition to access and flexibility, partners can take advantage of co-branding opportunities and for a small fee we can create a micro-site offering members access to programs through your brand
- Additional revenue source for your credit union
- 11. Turn-key Marketing Solutions
- Content Integration
- Co-branded Marketing Materials: print literature, email templates, web banner ads
- Graphic Design Services
- Web Development and Support
- 12. Disclosures:
- UNFCU Financial Advisors (UNFCU) is an SEC registered investment adviser with its principal place of business in the
- State of New York. UNFCU is in compliance with the current registration requirements imposed upon registered
- investment advisers by those states in which UNFCU maintains clients. UNFCU may only transact business in those states
- in which it is registered or qualifies for an exemption or exclusion from registration requirements. This presentation is
- limited to the dissemination of general investment-related information. This presentation is not intended as personalized
- investment advice and no person should rely strictly on the information provided as a basis for any investment decisions.
- Any subsequent direct communication by UNFCU with a prospective client shall be conducted by a representative that is
- either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client
- resides. For information pertaining to the registration status of UNFCU, please contact UNFCU or refer to the Investment
- Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about UNFCU, including fees
- and services, send for our disclosure statement as set forth on Form ADV from us using the contact information herein.
- Please read the disclosure statement carefully before you invest or send money.
- 13. Contact Information August 18, 2009 Stephen Ryerson, President T + 1-212-324-3901 F +