Credit Union Overview

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UNFCU Financial Advisors Offerings to Credit Unions

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Credit Union Overview

  1. 1. Company Overview August 18, 2009 Copyright © 2009. UNFCU Financial Advisors, LLC. All rights reserved. By Stephen J. Ryerson, President UNFCU Financial Advisors Presented To Credit Unions and Their Members
  2. 2. Contents <ul><li>Company Background 3 </li></ul><ul><li>Philosophy 4 </li></ul><ul><li>Locations 5 </li></ul><ul><li>Products & Services 6 </li></ul><ul><li>Innovative Programs 8 </li></ul><ul><li>Online Insurance Programs 9 </li></ul><ul><li>Features & Benefits Summary 10 </li></ul><ul><li>Marketing Solutions 11 </li></ul><ul><li>Disclosures 12 </li></ul><ul><li>Contact Info 13 </li></ul>August 18, 2009
  3. 3. Company Background <ul><li>UNFCU Financial Advisors is a wholly owned subsidiary of the United Nations Federal Credit Union - a financial organization serving the United Nations community since 1947 with a tradition of trust, integrity and unparalleled service. This tradition and commitment is now extended through UNFCU Financial Advisors to your credit union and members. </li></ul>August 18, 2009
  4. 4. Our Philosophy <ul><li>We are committed to your financial well being through providing advice ensuring that your needs and goals are being addressed in a comprehensive way. </li></ul><ul><li>We offer advice that … </li></ul><ul><ul><li>is objective, unbiased and independent </li></ul></ul><ul><ul><li>you can trust </li></ul></ul><ul><ul><li>is clear and concise </li></ul></ul><ul><ul><li>simplifies your life </li></ul></ul><ul><ul><li>is affordable </li></ul></ul><ul><li>We have identified and carefully evaluated partners to ensure that expertise in all relevant areas is available to our clients </li></ul>August 18, 2009
  5. 5. Current Office Locations <ul><li>Long Island City, NY </li></ul><ul><li>Washington, DC </li></ul><ul><li>Geneva, Switzerland </li></ul><ul><li>Vienna, Austria (UNFCU Advisors, GmbH) </li></ul>August 18, 2009
  6. 6. Products & Services - For Members <ul><li>Financial Planning & Consulting </li></ul><ul><li>Investment Advisory & Management Services </li></ul><ul><li>Estate Planning and Charitable Giving Programs </li></ul><ul><li>401(k) & IRA Rollovers </li></ul><ul><li>Retirement Income Planning – our innovative Retirement Solutions program </li></ul><ul><li>Insurance Solutions </li></ul><ul><ul><li>Life & Health </li></ul></ul><ul><ul><li>Long-Term Care </li></ul></ul><ul><ul><li>Long-Term Disability </li></ul></ul><ul><ul><li>Home, Auto & Umbrella </li></ul></ul><ul><ul><li>Pet Health – 5% online discount for credit union partners </li></ul></ul><ul><ul><li>Moving – significantly discounted vs. what movers charge </li></ul></ul><ul><ul><li>Kidnap and Ransom </li></ul></ul><ul><li>WelcomeHomeProgram ™ </li></ul><ul><ul><li>Real Estate Buying & Selling Assistance – cash back rebates </li></ul></ul>August 18, 2009
  7. 7. Products & Services - For Credit Unions <ul><li>Investment Advisory & Management Services </li></ul><ul><li>Employee Benefits </li></ul><ul><ul><li>Medical Programs – compulsory and voluntary </li></ul></ul><ul><ul><li>Retirement Plans </li></ul></ul><ul><li>Fidelity and Surety Bonds </li></ul><ul><li>Risk Management & Loss Control Services </li></ul><ul><li>Property and Casualty Insurance </li></ul><ul><ul><li>D&O, E&O </li></ul></ul><ul><li>Financial Institutions P&C Programs </li></ul><ul><li>Vacant Home Insurance </li></ul>August 18, 2009
  8. 8. Innovative Programs <ul><li>Help current and future retirees maximize their assets. </li></ul><ul><li>An easy and simple way to shop for institutional priced annuities </li></ul><ul><li>Generate Fee Income for your Credit Union </li></ul><ul><li>Position Your Credit Union as the At and Post Retirement Resource </li></ul>August 18, 2009 <ul><li>Offers Cash Back Rebates in Most States </li></ul><ul><li>Provides National Relocation Assistance </li></ul><ul><li>Offers Discounts on Moving Related Products and Services </li></ul><ul><li>Generate Fee Income for your Credit Union </li></ul>
  9. 9. Online Insurance Programs <ul><li>Life Insurance </li></ul><ul><li>Travel Medical & Travel Accident Insurance </li></ul><ul><li>Student Medical Insurance </li></ul><ul><li>Vacant Home Insurance Coverage (Available anywhere in the world) </li></ul><ul><li>Moving Insurance (costs significantly less than what movers charge) </li></ul><ul><li>Belongings & Liability Insurance (Available anywhere in the world). </li></ul><ul><li>Critical Care Coverage (for non-US citizens outside the US) </li></ul><ul><li>Global Liability Insurance </li></ul><ul><li>Pet Insurance </li></ul><ul><li>Income Solutions® (Low cost immediate income annuity program) </li></ul><ul><li>Home & Auto Insurance (Coming soon) </li></ul>August 18, 2009
  10. 10. Features & Benefits Summary August 18, 2009 <ul><li>Offers your members innovative products and services they cannot get anywhere else … </li></ul><ul><li>Enhance membership value and increase loyalty by offering members and employees access to these new products and services … </li></ul><ul><li>Many of our programs and services offer professional online convenience… </li></ul><ul><li>Online availability provides more program access points for members </li></ul><ul><li>Most programs easily integrate and complement your existing service offerings... </li></ul><ul><li>In addition to access and flexibility, partners can take advantage of co-branding opportunities and for a small fee we can create a micro-site offering members access to programs through your brand </li></ul><ul><li>Additional revenue source for your credit union </li></ul>
  11. 11. Turn-key Marketing Solutions <ul><li>Content Integration </li></ul><ul><li>Co-branded Marketing Materials: print literature, email templates, web banner ads </li></ul><ul><li>Graphic Design Services </li></ul><ul><li>Web Development and Support </li></ul>August 18, 2009
  12. 12. Disclosures: <ul><li>UNFCU Financial Advisors (“UNFCU”) is an SEC registered investment adviser with its principal place of business in the </li></ul><ul><li>State of New York. UNFCU is in compliance with the current registration requirements imposed upon registered </li></ul><ul><li>investment advisers by those states in which UNFCU maintains clients. UNFCU may only transact business in those states </li></ul><ul><li>in which it is registered or qualifies for an exemption or exclusion from registration requirements. This presentation is </li></ul><ul><li>limited to the dissemination of general investment-related information. This presentation is not intended as personalized </li></ul><ul><li>investment advice and no person should rely strictly on the information provided as a basis for any investment decisions. </li></ul><ul><li>Any subsequent direct communication by UNFCU with a prospective client shall be conducted by a representative that is </li></ul><ul><li>either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client </li></ul><ul><li>resides. For information pertaining to the registration status of UNFCU, please contact UNFCU or refer to the Investment </li></ul><ul><li>Adviser Public Disclosure web site ( www.adviserinfo.sec.gov ). For additional information about UNFCU, including fees </li></ul><ul><li>and services, send for our disclosure statement as set forth on Form ADV from us using the contact information herein. </li></ul><ul><li>Please read the disclosure statement carefully before you invest or send money. </li></ul>August 18, 2009 UNFCU Financial Services LLC is a licensed insurance producer under the New York State Insurance Department. Investment advisory services are provided by UNFCU Financial Services LLC under d.b.a. UNFCU Financial Advisors. Nancy Wilks, Boris Fernandez, and Hector Dishnica provide insurance services only through UNFCU Financial Services LLC and are neither affiliated nor provide any investment advisory services through UNFCU Financial Advisors.
  13. 13. Contact Information August 18, 2009 Stephen Ryerson, President T + 1-212-324-3901 F + 1-212-324-3991 [email_address] UNFCU Financial Advisors, LLC 24-01 44 th Road Long Island City, NY 11101 www.unfcuadvisors.com For more information, please visit our websites: http:/www.unfcuadvisors.com http:/www.ezretirementsolutions.com http:/www.welcomehomeprogram.com

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