Credit Union Management/Brokers

Our focus is the Credit Union market

LifeHelp has offered life insurance products to Credit Unions for more than 30 years. This remains our focus today. As a committed and long-term Credit Union partner, LifeHelp has relationships with hundreds of Credit Unions nationwide, including some of the largest in the nation.

By partnering with LifeHelp, your Credit Union will provide your members with quality, convenient insurance programs that give them another reason to rely on you for more of their financial needs, while bringing you new sources of steady, low-maintenance fee income.

Marketing strategies for life events

The LifeHelp marketing strategy is based on offering the right products through the appropriate channels to meet members’ needs. Key programs marketed around meaningful life events and members' needs include:

New Member Welcome
Enhances the value of joining your Credit Union and creates a positive first impression with new members. BACK TO TOP

Birthday Group Term Life
Affordable group term life insurance that is marketed before a member’s birthday to provide a lower rate, enhancing participation and response. BACK TO TOP

Senior (50+) Term Life
America is an aging society as medical advances have continued to increase our life expectancy. This has resulted in a growing senior population that needs insurance to cover final expenses, replace obsolete policies, supplement Social Security, or help protect a more active lifestyle. BACK TO TOP

Life Enrichment
Plans from several leading life insurance carriers are available to help address the individual health considerations of members with current or past medical conditions that have prevented them from obtaining coverage. BACK TO TOP

Mortgage Term Life
A new home loan is an excellent opportunity for a Credit Union to solidify a long-term member relationship. LifeHelp’s Mortgage Term Life Insurance program is marketed around the new home purchase or loan, a meaningful life event. BACK TO TOP

Insurance Central
Insurance Central meets the needs of members who desire higher coverage amounts. Members have the ability to purchase anywhere from $150,000 to $10,000,000 of coverage from a portfolio of highly rated and competitive providers. BACK TO TOP

Courteous, personalized service

Member calls are answered personally by licensed representatives Monday through Friday from 5 a.m. to 5 p.m. PST. In 2006, 95% of members surveyed rated LifeHelp’s call center service Excellent or Good. 78% said it was better than the service they received at similar companies. BACK TO TOP

For more information or to request a proposal, Contact Us
or call us at 800-345-4543.

What Credit Union partners are saying about us

“LifeHelp was at the top of our list when we compared price, service and track record.”John Renforth, SVP
Harborstone Credit Union, Tacoma, Washington
“LifeHelp offers products that provide value to the membership and the Credit Union’s bottom-line.”
Beverly Gagne, CEO
SAFE Federal Credit Union, Sumter, South Carolina
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