Monday, January 14, 2019

CUNA Brokerage Services, Inc. Advisors Hit Top 100 in 2018


Members are at the top of every credit union’s priority list and in today’s complex and ever-changing world, it’s important to fully understand member needs and deliver the right strategies.

CUNA Brokerage Services, Inc. (CBSI) has top talent who work directly with credit union members on a daily basis: financial advisors are trusted partners who help members to navigate and achieve financial security. That’s why we are pleased to share that nine CBSI advisors are recognized on Financial Planning’s 2018Top 100 Bank and Credit Union Advisors list. These exceptional advisors include:
  • ·         Bryan Roberts, American Heritage FCU
  • ·         Karen Reinertson, Randolph Brooks FCU
  • ·         Donald Lutz, Sandia Laboratory FCU
  • ·         Paul Fedorko, Sandia Laboratory, FCU
  • ·         Mary LaFerriere, Novartis FCU
  • ·         Frank Feng, Financial Center CU
  • ·         Eric Hilbun, DuTrac Community CU
  • ·         Susan Breyer, Altra FCU
  • ·         Costas Grekis, Clearview FCU

CBSI exists to help more people gain financial security through access to the power of investing. We work in partnership with credit unions and empower advisors to be effective coaches, to position investment services as core to delivering financial security and to highlight the credit union as the resource members can trust to deliver that security.

CBSI advisors strive to break down three key barriers that stand between people and their dreams:

1.       Perceived complexity -- many feel that investment products, markets and strategies are too difficult to understand
2.       Paralyzing fear -- of losing hard-earned savings
3.       Lack of access -- to caring, professional advice at key moments in their lives

Highly tailored to the goals of members, credit unions and advisors, CBSI replaces barriers with wide-open opportunity. We provide simple, transparent and understandable investment advice and strategies, turning complexity into simplicity, uncertainty into access and fear into confidence.

CBSI salutes all our advisors and their efforts that meet the needs of modern-day credit union members. It’s time to put more members on a path to success, to replace their barriers with confidence and opportunity. It’s time for wealth management the credit union way!

CBSI-2358006.1-1218-0121

Thursday, December 20, 2018

TruStage® Celebrates Protecting 20 Million Customers by Recognizing 20 Exceptional Credit Unions


We’ve reached a significant milestone on our journey to becoming a more consumer-centric organization: more than 20 million people are now protected through TruStage insurance products.

Working alongside nearly 4,000 credit unions, TruStage has helped Americans build financial security for themselves and their families. Because credit unions do so much to support the financial stability of families in their communities, we knew the best way to celebrate this milestone was by giving back.

As a token of our appreciation, we donated $20,000 to DonorsChoose.org on behalf of 20 U.S. credit unions with the most policyholders (to date) for their contributions in helping us reach this major milestone.

The following credit unions each received $1,000 to donate to a local school through 
·         A+ Federal Credit Union, TX
·         Alliant Credit Union, IL
·         America First Federal Credit Union, UT
·         America's First Federal Credit Union, AL
·         CEFCU, IL
·         Delta Community Credit Union, GA
·         Dupaco Community Credit Union, IA
·         Ent Credit Union, CO
·         Golden 1 Credit Union, CA
·         HawaiiUSA Federal Credit Union, HI
·         Hudson Valley Federal Credit Union, NY
·         Lake Trust Credit Union, MI
·         Landmark Credit Union, WI
·         Metro Credit Union, MA
·         Municipal Credit Union, NY
·         Navy Federal Credit Union, VA
·         State Employees Credit Union of Maryland, Incorporated, MD
·         Summit Credit Union, WI
·         Teachers Credit Union, IN
·         VyStar Credit Union, FL

Each credit union is using the charitable gift to support projects at local schools in the communities they serve, allowing many students access to technology, resources and equipment that wouldn't be an option otherwise.

A big thank you to credit unions for all you do to protect people from all walks of life. Together, we’re making a critical difference.

Take a look at how credit unions are celebrating this exciting milestone with us:
Landmark Credit Union
VyStar Credit Union

Delta Community Credit Union

Alliant Credit Union
A-Plus Federal Credit Union
CEFCU

Hawaii USA Federal Credit Union
Lake Trust Credit Union
Metro Credit Union
Municipal Credit Union
Navy Federal Credit Union
Dupaco Community Credit Union

Tuesday, December 18, 2018

CUNA Mutual Group Foundation, Employees Commit $1.7 Million to Local Nonprofits


The combined generosity of CUNA Mutual Group employees and the CUNA Mutual Group Foundation will provide a $1.7 million benefit to nonprofits in Dane County and other communities nationwide where employees reside.

The funds were pledged over just four weeks during the company’s Employee Giving Campaign, which concluded Nov. 30. CUNA Mutual Group’s 3,300 employees were invited to donate to an eligible 501(c)(3) organization of their choice, including United Way. All eligible donations made during the pledge period received a dollar-for-dollar match from the CUNA Mutual Group Foundation.


“We expanded giving options this year based on employee feedback and, not surprisingly, people showed incredible excitement, passion and commitment,” said Cedric Ellis, executive vice president of enterprise services, and president of the CUNA Mutual Group Foundation.

Employees pledged approximately $650,000. The Foundation matched $600,000 and contributed an additional $450,000 to the 2018 fundraising campaign for United Way of Dane County. The funding will assist myriad organizations of employees’ choosing. These include organizations and programs committed to schools, youth, health, animal welfare, food and housing stability, community outreach, military veterans and more.

The month-long event also presented opportunities for non-financial giving. “Employees donated canned goods and numerous other food-related items to the River Food Pantry in Madison and purchased more than 400 “wish list” items for individuals at the Mendota Mental Health Institute.” And as usual, employees volunteered their time at various nonprofits. Nearly 14,000 combined volunteer hours have been logged so far in 2018 – a hefty 65 percent increase from 8,500 hours in 2017.

Ellis said CUNA Mutual Group has a long history of corporate social responsibility and corporate giving, and the company recently celebrated the 50th anniversary of the CUNA Mutual Group Foundation. “We work hard to ensure a brighter financial future is accessible to everyone, but without access to basics like food, affordable housing, and educational opportunities, people can’t feel financially secure.”

The Foundation and its mission continue to evolve, Ellis added. Over the past three years, CUNA Mutual Group has increased its focus on diversity, equity, and inclusion efforts. Filtering the Foundation’s work through this lens has produced positive and often unexpected outcomes. The same is true for corporate social responsibility and how CUNA Mutual Group serves the nonprofit community.

“Being more intentional with our giving efforts is beneficial—not only for the organizations that receive our support, but also for our community, and for us.”

To learn more about the CUNA Mutual Group Foundation, please visit: https://www.cunamutual.com/about-us/corporate-social-responsibility

About CUNA Mutual Group:
CUNA Mutual Group is a financially strong insurance, financial technology and investment company. For generations, we’ve partnered with credit union leaders to protect and grow their businesses, and help people plan, protect and invest for their future. CUNA Mutual Group offers commercial and personal insurance products; lending and payment security solutions; and retirement, investment and marketing services. Additional information about the company can be found at www.cunamutual.com.

About CUNA Mutual Group Foundation:
Celebrating 50 years, the CUNA Mutual Group Foundation is a registered 501(c)(3) and is the philanthropic arm of CUNA Mutual Group. The foundation’s purpose is to advance economic stability and support the sustainable development of the communities where CUNA Mutual Group offices reside; including Madison, Wis.; Waverly, Iowa; Great Bend, Kansas; and Fort Worth, Texas. The foundation also actively supports and participates in the credit union movement, embracing the cooperative philosophy of “people helping people.”

CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Life, accident, health and annuity insurance products are issued by CMFG Life Insurance Company and MEMBERS Life Insurance Company. Corporate headquarters are located in Madison, Wis.
###
CORP-2348443.1-1218-0121
CUNA Mutual Group ©2018

Sunday, November 11, 2018

CBSI Advisers Assemble and Deliver Care Packages for Veterans


Earlier this year, our CBSI advisers partnered with credit unions and financial services representatives for a community service effort in support of veterans at the Michael E. DeBakey VA Medical Center in Houston, Texas.

As part of their annual conference, over 500 attendees assembled and delivered 368 care packages to local veterans—and it was an impactful day for all participants.

“I’m proud to have served in the Marine Corps. A lot of these men and women that are in these hospitals, they gave to people, and not even realizing the impact that they would really mean to anybody in that situation,” said Eric Edwards, Managed Adviser for Point Breeze Credit Union. “For companies to be able to embrace them with open arms—to celebrate that—it really means a lot.”


“It’s amazing what happens when people come together to give and serve,” said Rob Comfort, President, CBSI. “There’s not a greater joy that we have, than when we take our focus off of ourselves and put it onto others, and I can’t think of any greater group of people to support than our veterans.”
Together we can make a difference. If you’d like to explore volunteer opportunities and make a difference in the lives of veterans in your community, reach out to your local VA through The U.S. Department of Veterans Affairs.

Learn more about how we give back and focus on Corporate Social Responsibility (CSR) as a business.

Tell us what volunteer opportunities you participate in on
Facebook or Twitter.

Wednesday, October 31, 2018

TruStage Kicks Off Community Spark Awards


TruStage, our consumer insurance brand, has launched its Community Spark AwardsThe competition will recognize 20 exemplary young people from coast to coast who are actively taking strides to improve their communities through volunteer and community service activities. TruStage will donate $1,000 to the charity of each winner’s choice in support of Giving Tuesday on November 27, 2018.

The TruStage Community Spark Awards competition celebrates a major milestone with more than 20 million customers across the U.S. protected by TruStage insurance products. TruStage recognizes how important it is for people to protect their family’s future, which can include the communities where they live.


Community Spark Awards open:   Tuesday, October 30, 2018
Where to enter:                                 www.trustage.com/spark
Deadline for entries:                         11:59 p.m., Tuesday, November 13, 2018
Winners announced:                        via Facebook on Giving Tuesday, November 27, 2018

“The 20 million Americans who are protected by TruStage insurance products are taking control of their family’s future. We are proud to help them take steps to build financial stability for their family,” said Susan Sachatello, President of TruStage. “The Community Spark Awards allow us to shine a spotlight on young leaders who are helping their communities build a better future, and to further support their work with a donation to the charity of their choice.”

Visit the contest page for full details.

Tuesday, October 30, 2018

Six Lenders Honored with Excellence in Lending Awards


ANAHEIM, Calif. – Six credit unions were recognized for their exemplary lending practices and results in business lending, consumer lending (including home equity),  and low-to-modest means lending today by receiving an Excellence in Lending Award during the 24th Annual CUNA Lending Council Conference. CUNA Mutual Group, with support and expertise from the CUNA Lending Council, recognized credit unions that implemented outstanding lending programs while demonstrating sound financial performance.

CUNA Mutual Group’s Joe Heck, vice president of business transformation, presented awards to:
  • Consumers Credit Union, Kalamazoo, Mich., Business Lending, Assets less than $1 billion;
  • Alliant Credit Union, Chicago, Ill., Business Lending, Assets more than $1 billion;
  • Jefferson County Federal Credit Union, Louisville, Ky., Consumer Lending, Assets less than $250 million;
  • SPIRE Credit Union, Falcon Heights, Minn., Consumer Lending, Assets more than $250 million;
  • CALCOE Federal Credit Union, Yakima, Wash., Low-to-Modest Means Lending, Assets less than $250 million; and
  • Frankenmuth Credit Union, Frankenmuth, Mich., Low-to-Modest Means Lending, Assets more than $250 million.

This annual awards program provides an opportunity for credit unions to share best practices and ideas, network, and celebrate lending excellence across the industry. Applications were evaluated on: strategy, programs, and performance. All CUNA-affiliated credit unions in the U.S. were eligible to win.


For more information: click here.

Monday, October 29, 2018

Making a Big Impact Helping "Littles"


In 2016, Katie Orlando, former executive director Big Brothers, Big Sisters (BBBS), had an idea to pilot a program called “Beyond School Walls” in the Cedar Valley. The program, which connects at-risk youth with workplace mentors, saw big success on the East coast, and Katie was eager to find a “testing ground” in the Midwest. CUNA Mutual Group seized the opportunity, and two years in, the program is going strong.


Every other Tuesday, BBBS busses “littles” to the CUNA Mutual Group campus in Waverly, IA, where they spend 90 minutes with their “bigs,” whether it’s participating in site-based activities, getting help with schoolwork, playing games or simply talking. Through this program, students get an opportunity to become familiar with the workplace and make connections with lifelong role models.  

“Our mission at Big Brothers, Big Sisters is to provide children facing adversity with one-to-one, professionally supported and enduring relationships that will change their lives for the better, forever,” said Jenna Mumm, Program Manager, Big Brothers, Big Sisters of Northeast Iowa.

This program is gaining momentum nationwide, and according to the BBBS of America, youth in communities that have participated in this program show improvement in school behavior, overall grades, self-esteem, communication skills and their desire to learn new things.

“As a big brother, I get to give back to the community and feel good about that,” said CUNA Mutual Group employee and Big Brother volunteer Dave SmolikHagen. “[My little] teaches me that there’s excitement in places I forget about, like seeing ducks walk across the road. Seeing the world through the eyes of a child can really help give you a better vision sometimes.”

Learn more about how we give back and focus on Corporate Social Responsibility (CSR) as a business.

Whether it’s in a group or individually, you can always make an impact on your community by supporting local non-profits. Tell us what volunteer opportunities you participate in on
Facebook or Twitter.

Friday, October 26, 2018

Hurricane Relief: Swift Response Helps Credit Unions Start Road to Recovery


It is never easy witnessing the aftermath of a catastrophic weather event, and our thoughts are with everyone impacted by Hurricane Florence and, most recently, Hurricane Michael. Our employees are eager to help those in need at times like these. 

To support recovery efforts for the many credit unions affected, our disaster response teams were deployed quickly to credit unions throughout the impacted areas to provide a strategic and coordinated response. Once there, they evaluated initial assessments and delivered informed, expert decisions to guide our credit union partners through recovery efforts—and start the process of resuming operations. Despite the complexities, our teams brought relief, trust, and clarity to a chaotic situation.

“Our claims team was laser-focused and responded with immediate resolution and security for our customers, said Michael McKinley, Sr. Manager, Claims. “Our customers have been reassured we are here for them and we will walk them through the entire claim process until they are fully up and running; it will be a long road ahead for many credit unions in the Panama City area.”

To further support recovery efforts for Hurricane Florence and Hurricane Michael, the CUNA Mutual Foundation has committed $50,000 to The National Credit Union Foundation's CUAid relief fund, which provides additional resources and financial aid to credit unions during disaster recovery efforts

If you’d like to join us and help credit unions and the many people affected by these devastating storms, here are a few ways you can make an immediate impact:

At CUNA Mutual Group, we’re committed to providing support now and in the months to come as recovery efforts move forward. It is times like these that the credit union philosophy of “people helping people” comes to life—and we are proud to serve and be a part of it.

Together we can make a difference.


Thursday, October 18, 2018

International Credit Union Day: Inspired by a People-First Purpose


By: Robert N. Trunzo

Today marks the 70th anniversary of International Credit Union Day (ICU Day), a day to celebrate the history and achievements of the credit union movement.  On this milestone, I'm reflecting on a few things that make the credit union industry unique, and why I’m proud to be part of it.

Giving Back is What We Do
Credit unions provide financial services for the purpose of improving lives, and a core principle of the movement includes supporting the sustainable development of communities.

CUNA Mutual Group was founded on this “people helping people” philosophy, and we take that to heart by giving back in many ways. This year alone, our employees put in more than 13,000 volunteer hours to date and we recently contributed an additional $20 million to our foundation to create a sustainable funding source for many years to come.

I’m extremely proud of our commitment to making a real difference in our communities.

The Power of Cooperation
The spirit of cooperation is another core principle of the credit union movement, and I witnessed this principle in action earlier this year when the Iowa legislature passed the largest tax overhaul in state history. If adopted, the bill would have set a dangerous precedent for the credit union tax status across the nation.

Many of our employees took part in grassroots advocacy efforts to show their support for credit unions. They generated hundreds of letters, emails and phone calls to local representatives, urging lawmakers to protect the credit union tax status. On top of that, many drove several hours to attend events at the state capitol in Des Moines to tell legislators personal stories about their credit union experiences.

Collectively, our voices were critical in having the final Iowa tax bill pass without a tax increase on credit unions.

Positioned for a Bright Future
The credit union philosophy centers on the simple idea of people over profit. As the ICU Day theme points out, that's why credit unions always offer a platinum lining.

At CUNA Mutual Group, we believe credit unions are an outstanding choice for consumers, and that’s why we were one of the first to contribute to Credit Union National Association’s (CUNA) nationwide campaign, pledging $1 million to help raise consumer awareness about credit unions and the positive outcomes they help members achieve every day.

By supporting CUNA and the Leagues on this important initiative, CUNA Mutual Group believes we can collectively increase consumer consideration of credit unions and position them for a bright future.

On ICU day and every day, I’m proud to be part of an industry that puts people first and cares about the well-being of its customers.

Wednesday, October 10, 2018

CUNA Mutual Group Honored with Diversity Award

CUNA Mutual Group was honored today as a recipient of the Distinguished Performer Award for Diversity as part of the Deloitte Wisconsin 75 program. This annual list recognizes the state's largest private companies and showcases their positive impact on Wisconsin's economy and communities they serve. This is the third consecutive year CUNA Mutual Group was honored as one of the six Distinguished Performers. We were recognized for our community work in 2016 and innovation in 2017.

“CUNA Mutual Group is focused on creating an inclusive, equitable, and diverse company that reflects the customers we serve, the partners we work with and the communities we reside in,” said Robert N. Trunzo, president and CEO. “For us, it’s about recognizing and understanding differences, creating a welcoming and supportive environment for everyone and ensuring we all benefit together because of our differences. We are truly humbled and honored with this recognition from Deloitte Wisconsin 75.”

As part of an enterprise-wide diversity, equity and inclusion strategy, CUNA Mutual Group has developed a long-term focus and plan that includes a robust employee training curriculum, investments in resources and leadership development all covering areas such as race, gender, inclusion, discrimination and implicit bias.

For more information, click here.