The Credit Union Directors’ and Officers’ Insurance Handbook

cu_d_o_bookThe Definitive Unbiased Insurance Guide on Credit Union Directors’ and Officers’ Insurance

Skills and knowledge that I built over thirty years of insurance work for financial institutions all over the US mean my clients get the best insurance the marketplace has to offer.

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. It provides the questions to ask your agent so you know the insurance you have is right for your credit union.

Downloadable forms included.

Insurance Services Offered To Credit Unions

  • Unbiased Coverage Review
  • Renewal / Bid Management
  • Claims Assistance
  • Annual Insurance Management/Mentoring

To Learn More Email or Call Me.