CU 2.0 Podcast Episode 238 Doug Brown President NCR Digital Banking on Financial Wellness as the Path to Young Member Recruitment
Financial wellness + millennials and Gen Z = a huge opportunity for credit unions. At least for the credit unions that approach wellness for that age cohort with the right tone of voice and mindset.
CU 2.0 Podcast Kirk Kordeleski Money Talks Episode 9: Knowing Your Risk Tolerance
Talk about Hatfields vs. McCoys. In the world of credit union c-suite retirement planning, there are two major competing scenarios. There are SERPs based on whole-life policies. And there are IULs, indexed universal life plans.