CONNECT

Address:

222 Central Park Avenue, Suite 1100
Virginia Beach, VA 23462

Phone:

757-725-5767

Fax/Other:

866-330-5699

Member Wealth Management

Member Wealth Management

Are you expanding the way members conduct business with you? Do you have a strategy to broaden your existing revenue base?  With a proven track record, we create a strategic alliance with your credit union, offering the breadth and scope of best in class Life, Disability Income, LTC, Annuity and Investment products. We supply an experienced operational and sales team, while working hand in hand with your existing staff.  Our team approach offers credit unions a fresh look a financial services alternative. Whether you currently offer or would like to consider offering, now is the time to add value to your membership.

Advantages to Credit Union

  • Expanded member product suite
  • Turnkey approach with an experienced staff
  • Potential to Increase revenue
  • Cross-sell opportunities

Advantages to Members

  • Convenient in branch support      
  • Expanded product selection
  • Exposure to holistic financial planning strategies
  • Advisor services
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck