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Built on the principle of “people helping people,” CUNA Mutual Group is a financially strong insurance, investment and financial services company that believes a brighter financial future should be accessible to everyone. Through our company culture, community engagement, and products and solutions, we are working to create a more equitable financial system that helps to improve the lives of those we serve and our society. For more information, visit cunamutual.com.
Products Offered
- Credit Union Protection
- Investments
- Executive Benefits
- Retirement Solutions
- TruStage Insurance Program
- Lending Solutions
- Wealth Management
- AdvantEdge Digital Solutions
Discovery Conference
Discovery 2022: Mark Your Calendar for CUNA Mutual Group’s 13th Virtual Conference on Thursday, August 11th.
Discovery2021 is your answer to strategic planning. After a year of rapid change and unanticipated challenges, gaining the insights needed to move your credit union forward is crucial. Our annual Discovery conference will deliver relevant topics and reveal new ideas and inspiration from industry leaders. Attend Discovery2021 and walk away with information and tools to immediately help serve your credit union and your members, charting a course toward a brighter future.
With so many virtual conferences, why attend Discovery2021?
- It’s free!
- No travel
- Network with peers
- Hear from industry leaders
- Different topics throughout the day
- Attend based on your schedule
- Multiple employees can attend
Agenda topics include:
- CU Industry Trends
- Economy
- Lending
- Leadership and Development
- Member Experience
- Post-Pandemic Recovery
- And many more
Videos
Webinars
Fintech Forum Webinar Series
Tuesday, Jan. 25 | 1-2 p.m. CT
These monthly webinars will connect credit unions, fintechs and industry experts, contributing to the growth of the next generation of financial services solutions. Credit union executives and business leaders looking to help solve challenges facing the industry and build solutions to support their growth are encouraged to join.
Embracing eClosing to Create Efficiencies
Wednesday, Jan. 26 | 11 a.m. -12 p.m. CT
Exclusive CU training brings it home for you and your members. Join our CU-exclusive webinars to learn about hot mortgage-lending topics to help your members.
Discovery Webinar Series
Wednesday, Feb. 9 | 1-2 p.m. CT
Explore Fintech Partnerships to Enhance Your Lending Strategy.
Using Fintechs to Become More Financially Inclusive
Tuesday, Feb. 22 | 1-2 p.m. CT
More information coming soon.
Car Buying Revolution
This session had over 1,000 registrants with more than 100 credit unions expressing interest in learning more about CMFG Ventures auto lending fintech portfolio companies.
Span of Control: Under Pressure, Overwhelmed, and Ready to Get What You Really Want
We live in an age of overwhelming chaos—and it’s taking a toll on all of us. We struggle to keep up with the daily demands work, family, and society place on us. Yet we are still here, still hopeful, and we know deep down there must be a smarter way forward.
Variable Income: Commission, Overtime and Bonus Pay
Demonstrating stable income when qualifying members with variable income sources isn’t easy. This informative webinar explains why variable income types require different documentation for each income type; how to calculate each type of income and analyze the results; and how to evaluate the income trend.
MGIC Tools to Help You Originate More Business
Learn how our tools and resources help loan originators generate leads, strengthen relationships with referral partners, educate members on the home buying process, and grow your CU’s mortgage loan business.
Help Your Members Overcome the Down Payment Hurdle
The down payment is still the biggest obstacle to homeownership. Sean Moss of Down Payment Resource® explains how to make DPA programs the focal point of your purchase-money strategy, and discusses how to use them to generate new members and grow your loan-to-share portfolio.
How to Read a Credit Report in Under 5 Minutes
Insider Mike Olden of American Reporting Company teaches you how to confidently review a mortgage credit report through the eyes of ARC. Learn how to understand FICO scores, avoid Mismatch Alerts, review the Source of Information section, and interpret trended credit data.
Connecting with Your Multicultural Members: One Wink at a Time
How do you attract and retain consumers that are projected to have the highest population growth in the next decades and hint at the inclusive welcome awaiting neighbors of all identities? It all starts with a WINK!
The Digital Imperative and Industry Disruption – A Lending Focus
Join CUNA Mutual Group’s Jim Bullard, Senior Consultant, Risk & Compliance Solutions, and Patrick McElhenie, Director, Digital Lending Experience, to explore digital lending risk management. Discover ways to maximize success by eliminating friction, minimizing risks and providing efficiency and consistency across all channels.
Emotional Engagement: Differentiate Your Members’ Experience
As banks, credit unions and fintechs focus on building digital capabilities that deliver a convenient, frictionless customer experience (CX), many are overlooking a key driver of CX perceptions – how the experience makes the consumer feel. This emotional element is an opportunity for credit unions to differentiate themselves, especially during the current pandemic crisis.
Recovering and Leaping with Multicultural Consumers
Last year accentuated the racial and socioeconomic disparities that continue to exist in our country, exposing the ugly truth about these historic inequalities. The result is that a growing segment of our nation has fallen behind or worse yet, has never been able to get ahead. The disproportionate impact of COVID 19 on minority communities has devastated them, obliterating their feeble post great recession gains. How do cultural differences impact our business, our credit union partners and society at large? In this session you will learn what CUNA Mutual’s Multicultural Center of Expertise has discovered in the last three years to better serve our underserved consumers and grow together!
Learn to Navigate a New Chapter in Your Members’ Lives
Held on Tuesday, Oct. 20, the event featured Edgar Hernandez, Sr. Manager Multicultural Business Strategy, and Alison Fleming, TruStage Sales Specialist. This was a fast-paced, information-packed program that explored how credit unions can support their aging membership and the caregivers in their lives. Click here to listen to the recording and share with credit unions.
Articles & Resources
Four Formidable Forces Shaping the Credit Union Digital Landscape
Pandemic shines a light on need to help members with investments
Ransomeware Attacks Extorting Sizeable Ransoms Continue as Predominant Cyber Issue
Does Your Digital Strategy Include the “Last Mile”?
CUNA Mutual Group – Closing the Experience Gap
Keeping The Talent Pipeline Strong In Today’s Climate
Testimonials
Why I Believe in Payment Protection: Laurie’s Story
Shot in the Line of Duty: Carlton’s Story
Sometimes You Hit the Dirt: Amy’s Story
Universal Intelligence: Listen to the Light
Debt Protection
We have protected more than $260 million in credit union member loans, enabling 8.5 million members to keep their homes and cars if unforeseen setbacks were to come. Helen Agnew is one of those 8.5 million and her story is our purpose. A member of CU Community Credit Union in Springfield Missouri, Helen tells us how the credit union offered our debt protection product on a loan that ultimately made all the difference in keeping her and her daughter on their feet when she became unemployed.
TruStage Insurance
In the last year, we launched 3 new insurance products: Whole Life, Children’s Whole Life and Health. We also optimized our Life claims handling process for beneficiaries, with 25% of claims now paid on the initial call. There are now more than 15 million credit union members protected through our TruStage insurance. Belinda Lockridge is just one of those members but her story is our purpose. She is representative of the millions of underinsured Americans we serve to build financial security for their families. As a provider of retirement plans for credit unions and small businesses, we strive to include educational features that will improve the organizations’ participation rates in the programs.
Retirement Plans
More than 45,000 credit union and small business employees now track their progress toward retirement and are able to easily make adjustments through our online planning tool. Nathan Grossenbach of Shoreline Credit Union in Two Rivers, WI tells the story of how we exceeded their expectations with the transition to a new 401(k) plan and helped their employees understand the plan and how they would benefit from participating. His story is our purpose.
Business Protection
In 2014 with our business protection solutions and risk management resources, we paid $64.7 million in claims (through Q3) and sent alerts to 24,000 credit union employees, helping them mitigate and overcome risks. We also visited nearly 1,000 credit union sites to assess risks and provide strategic consultation. Unfortunately, Augusta VAH Federal Credit Union experienced a devastating fire to its main branch in 2011. CEO Phyllis Cochran’s story–of how our teams helped her CU recover–is our purpose.
Wealth Management/CBSI
CUNA Mutual Group’s Wealth Management helps consumers achieve a more secure financial position by helping them save for and realize their lifetime dreams, whether that’s their child’s education, a dignified retirement, or simply financial peace of mind. We’re doing this by providing unique, simple-to-use, high-value service and product solutions to consumers through financial advisors. This past year, we paid credit unions more than $65 million in fee revenue. David Young, EVP at Commonwealth Credit Union in Frankfort, Kentucky, shares why they partner with CBSI to enhance their investment services and deepen member relationships. His story is our purpose.
Group Reports
COVID-19 Resources
Stronger Future Together
Inspired by the ongoing display of courage, compassion, and community support, we are planning a brighter future for all. Through the power of hope, humility, and humanity, we are united. Visit our Stronger Together webpage and Support Hub for timely news and information to help everyone move toward a brighter future. #strongertogether