Insurance Services Complete Your
Members' Portfolios

The CFS Insurance Services group provides access to a wide range of life, long term care, disability and other insurance products and services for individuals and business owners. The group is dedicated to supporting advisors in their efforts to serve members' needs on a more comprehensive scale.

Term life, universal life, whole life and variable universal life, estate planning and business insurance are among the products offered and supported with case design, illustrations and point of sale assistance. Our insurance department is staffed with highly qualified professionals, trainers, product specialists, licensing support, and case managers. We support your advisor with individualized training both onsite and remotely.

Online Offerings Increase Saturation Levels

CFS provides our credit union clients with the option to offer insurance products directly to their members, enhancing customer service and offering additional bottom-line profit. If the credit union chooses to offer this direct service, insurance products, including mortgage insurance, AD&D, long term care products and more can be acquired by the member online through a link on the credit union's website or via our direct mail distribution system. This is achieved with a minimum amount of invested effort and time on the part of your staff, and will allow you to offer these services to members who might not come into the branch very often, expanding your reach.

Fixed and Life insurance offerings through CUSO Financial Services, Inc. CA Insurance License 0C03946.