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Online Insurance Suite August 24, 2009 Copyright © 2009. UNFCU Financial Advisors, LLC. All rights reserved.  By Stephen J...
Contents <ul><li>Company Background 3 </li></ul><ul><li>Philosophy 4 </li></ul><ul><li>Locations 5 </li></ul><ul><li>Produ...
Company Background <ul><li>UNFCU Financial Advisors is a wholly owned subsidiary of the United Nations Federal Credit Unio...
Our Philosophy <ul><li>We are committed to your financial well being through providing advice ensuring that your needs and...
Current Office Locations <ul><li>Long Island City, NY </li></ul><ul><li>Washington, DC </li></ul><ul><li>Geneva, Switzerla...
Member Product/Service Overview <ul><li>Financial Planning & Consulting </li></ul><ul><li>Investment Advisory & Management...
Credit Union Product/Service Overview <ul><li>Investment Advisory & Management Services </li></ul><ul><li>Employee Benefit...
Online Insurance Programs <ul><li>Life Insurance </li></ul><ul><li>Travel Medical & Travel Accident Insurance </li></ul><u...
Life Insurance <ul><li>Basic Life </li></ul><ul><li>Terminal Illness </li></ul><ul><li>Double Indemnity </li></ul>August 2...
Student Medical Insurance <ul><li>Designed Specifically for International Students’ Needs </li></ul><ul><li>Emergency Medi...
Moving Insurance (costs significantly less than what movers charge) <ul><li>Covers you and your family’s belongings at eve...
Critical Care Coverage (for non-US citizens outside the US) <ul><li>Access to the world’s foremost surgeons and health fac...
<ul><li>Innovative Program </li></ul><ul><li>Provide you with sufficient income for retirement </li></ul>Income Solutions®...
Turn-key Marketing Solutions <ul><li>Content Integration  </li></ul><ul><li>Co-branded Marketing Materials: print literatu...
For more information,  please visit our websites: <ul><li>http:/www.unfcuadvisors.com </li></ul><ul><li>http:/www.ezretire...
Disclosures: <ul><li>UNFCU Financial Advisors (“UNFCU”) is an SEC registered investment adviser with its principal place o...
Contact Information August 24, 2009 Stephen Ryerson,  President T + 1-212-324-3901 F + 1-212-324-3991 [email_address] UNFC...
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Online Insurance Suite

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Online Insurance Suite

  1. 1. Online Insurance Suite August 24, 2009 Copyright © 2009. UNFCU Financial Advisors, LLC. All rights reserved. By Stephen J. Ryerson, President UNFCU Financial Advisors
  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>Online Insurance Programs 8 </li></ul><ul><li>Marketing Solutions 14 </li></ul><ul><li>Websites 15 </li></ul><ul><li>Disclosures 16 </li></ul><ul><li>Contact Info 17 </li></ul>August 24, 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 individuals, credit unions, non-profit organizations, small businesses and corporations. </li></ul>August 24, 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 24, 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 24, 2009
  6. 6. Member Product/Service Overview <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 24, 2009
  7. 7. Credit Union Product/Service Overview <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 24, 2009
  8. 8. 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 24, 2009
  9. 9. Life Insurance <ul><li>Basic Life </li></ul><ul><li>Terminal Illness </li></ul><ul><li>Double Indemnity </li></ul>August 24, 2009 Travel Medical & Travel Accident Insurance <ul><li>5 Days – 1 Year </li></ul><ul><li>No Additional Charge </li></ul><ul><ul><li>Emergency Medical Evacuation </li></ul></ul><ul><ul><li>Acts of Terrorism </li></ul></ul><ul><ul><li>Complications of Pregnancy </li></ul></ul><ul><li>High Limit AD&D </li></ul><ul><li>High Limit Permanent and Total Disability </li></ul><ul><li>No Underwriting Required </li></ul>
  10. 10. Student Medical Insurance <ul><li>Designed Specifically for International Students’ Needs </li></ul><ul><li>Emergency Medical Evacuation </li></ul><ul><li>Intercollegiate Sports </li></ul><ul><li>Acts of Terrorism </li></ul><ul><li>And More </li></ul>August 24, 2009 Vacant Home Insurance Coverage (Available anywhere in the world) <ul><li>Vacant Principle or Secondary Dwellings </li></ul>
  11. 11. Moving Insurance (costs significantly less than what movers charge) <ul><li>Covers you and your family’s belongings at every stage during a move. </li></ul><ul><li>Covered wherever you go. </li></ul>August 24, 2009 Belongs & Liability Insurance (Available anywhere in the world) <ul><li>Designed expressly for professionals of all nationalities working outside of their home country. </li></ul><ul><li>Superior Coverage </li></ul><ul><li>Worldwide Claims Service </li></ul>
  12. 12. Critical Care Coverage (for non-US citizens outside the US) <ul><li>Access to the world’s foremost surgeons and health facilities. </li></ul>August 24, 2009 Pet Insurance <ul><li>Covers congenital and hereditary conditions with no dollar* or time limit per condition. </li></ul><ul><li>Covered for Life Feature </li></ul><ul><ul><li>Pet Protection for Illnesses and Injuries Without Age Limits** </li></ul></ul><ul><li>5% Discount Available </li></ul><ul><li>*Subject to annual policy limits </li></ul><ul><li>**As long as the policy is renewed each year without any break in coverage, </li></ul>
  13. 13. <ul><li>Innovative Program </li></ul><ul><li>Provide you with sufficient income for retirement </li></ul>Income Solutions® (Low cost immediate income annuity program) August 24, 2009 Home & Auto Insurance (Coming soon)
  14. 14. 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 24, 2009
  15. 15. For more information, please visit our websites: <ul><li>http:/www.unfcuadvisors.com </li></ul><ul><li>http:/www.ezretirementsolutions.com </li></ul><ul><li>http:/www.welcomehomeprogram.com </li></ul>August 24, 2009
  16. 16. 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 24, 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.
  17. 17. Contact Information August 24, 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

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