MONTEREY, Calif. - Increasingly, it all comes down to who do you trust?
It’s a question that many CUs are counting on members to answer, “My credit union.”
Sherry Reams, VP-Investment and Insurance Services at Financial Partners Credit Union in Downey, Calif., emphasized in remarks before the California/Nevada leagues’ Big Valley Conference that her credit union has made a mission of building lifetime financial partners.
“We want to be trusted advisors for the long term, not just product pushers or single-service providers,” said Reams, whose credit union serves people who live or work in Orange or Los Angeles counties. “Our aging membership, as well as the aging country, requires us to shift our program emphasis.”
Reams said providing complementary retirement road tests, establishing retirement centers in branches and placing greater emphasis on retirement services in marketing materials are just some of the ways FPCU is addressing the Baby Boomer market.
