Credit Union Insurance-Assurance Workbook

Credit Union WorkbookThe newest version of my Credit Union Insurance-Assurance Workbook is available now on Amazon.

With this workbook you can review all aspects of your credit union’s insurance program. The tool is designed as a guide to work with your current insurance agent to identify gaps and overlaps in your insurance. Provides the questions to ask your agent so you know the insurance you have is right for your credit union.

Downloadable forms too.