Credit unions are uniquely positioned as trusted financial partners. Add Medicare and retirement guidance to deepen member relationships and drive lasting loyalty.
The average credit union member is 47 years old — and aging fast. Millions of credit union members will make Medicare decisions in the next decade. Most won't know where to turn. You can be the answer.
Live and on-demand Medicare & retirement webinars co-branded with your credit union. Turnkey production and promotion included.
A branded online retirement resource hub for your members — guides, videos, calculators, and expert Q&A.
A white-labeled phone and chat support line giving your members access to Allsup retirement specialists.
A personalized online assessment that scores members on retirement preparedness and drives consultation requests.
Monthly dashboard reports showing member engagement, consultation volume, and program ROI for your leadership.
In-branch educational displays and staff training to refer members at key life transitions.
A structured pilot program that proves value before you commit to a full partnership.
Member engagement rate in Year 1
Member satisfaction with program
Higher retention vs. non-participants
Additional headcount required
Tell us about your credit union and we'll design the right program for your members.