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- “Millennials are always on social media and using technology” . . . I proudly agree!
- Who Owns More Than One Life Insurance Policy?
- (Part II) Develop Personal Insurance by Investing in Yourself: Millennials share their stories.
- Develop Personal Insurance by Investing in Yourself: Millennials share their stories.
- Moving UP: The Role of The Family Caregiver
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Tag Archives: members
Who Owns More Than One Life Insurance Policy?
It is raining outside and your car is parked at the back of the lot, about ¼ of a mile away! You are lucky because you have your rain coat on and your umbrella in your hand. You are prepared. And as … Continue reading
Posted in Family, Finance, Insurance, Life Events, Life Insurance, Retirement, The Family Security Plan
Tagged afford, annual review, bills, car, car loan, challenges, college, community, credit union, death, dreams, education, family, finance, financial, foundation, future, grandchildren, holes, home ownership, income, insurance products, legacy, life, life insurance, life partner, lifestyle, loan, love, married, members, mortgage, needs, needs analysis, peace of mind, policy, policyholders, prepare, prepared, protection, purchase, rain, rain coat, representatives, review, salary, soaked, supplemental insurance, The Annual Review Program, The Family Security Plan, trust, umbrella
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When History Repeats Itself, Where Should We Turn?
Some things have changed since the Great Depression, Some Things Remain The Same. An economic “downturn” does not need a name to have an impact on everyone. Call it a “Recession”, call it a “Depression”, who cares what it is … Continue reading
Posted in Credit Union Industry, Finance, The Family Security Plan
Tagged Americans, banking, change, credit union, depression, economic downturn, economy, family, financial, financial security, foundation, future, history, join, legislation, lobby, members, opportunity, President, President Roosevelt, recession, rely, Roosevelt, secure future, security, select employer groups, services, The American Dream, the credit union movement, The Family Security Plan, The Great Depression, tough times, trust, unite
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Main Street vs. Wall Street; Credit Unions vs. Banks
The conversation about the challenges of Main Street vs. Wall Street has spilled over onto many areas as a metaphor to compare big vs. small, rich vs. poor and greed vs. need. Credit Unions have been seen as a beacon … Continue reading
Posted in Credit Union Industry, The Family Security Plan
Tagged bank, bank fees, big, big banks, big business, CEO, co-workers, community, credit union, credit unions, customer service, customers, executive, family, Federal Government, fees, financial institution, friends, greed, health, interest rate, invest, loan, lobby, main street, member owned, members, mobile, need, non profit, not for profit, online, poor, President, products & services, profit, rich, savings account, small, stock, stock owners, taxes, trust, wall street
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