The Opportunity for Credit Unions in Investment & Life Insurance Services (2013)


Your credit union may have a significant and, to date, largely untapped opportunity to better serve and retain your members through an investment and life insurance services offering. 

Purchace the whitepaper and listen to the live session when industry expert and BISA Lifetime Achievement Award winner Dr. Ken Kehrer examines key characteristics of credit union households and how they currently use financial services and providers.

 

This study was published under Kehrer Bielan Research & Consulting's previous name. You will see references to Kehrer Saltzman & Associates / "KSA" throughout the text.

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