Accumulation. Traction. Retention.
Credit Unions
SBC Financial Services
Credit Union Partnership Benefits
For Credit Unions, the key to business success is new memberships, and developing long-term relationships to ensure your member retention. At SBC Financial, we’re acutely aware of the challenges that Credit Unions face, and we provide a comprehensive solution.
In 2023, we started onboarding our first credit union and have since developed a proven process to help raise member retention, and increase both revenue and asset growth. Since then, we have not only helped them thrive, but have also developed a proven process to simplifying Credit Union membership retention.
Medical insurance often doesn’t cover the cost of long-term care needs like home care, assisted living, or nursing care. The team at SBC Financial can review your members' current long-term care situation and help them to acquire Long Term Care by strategically utilizing Life Insurance.
78% of Americans, your members, don’t claim their Social Security strategically, leaving nearly 11 billion dollars unclaimed. Help your members retire confidently and to separate Social Security fact from fiction with SBC Financial expertise at your disposal.
As a courtesy to your members and our community, SBC Financial hosts a multitude of educational seminars and online webinars to help answer your members' toughest questions on topics from first-time home buying to retirement, and everything in between.
Many pre-retirees, and retired individuals aren't quite sure where to start when it comes to planning for retirement. With the dedicated team of professionals at SBC Financial on your side, planning for retirement is easier than ever.
Where do members go for assistance with insurance or Medicare? Your credit union. Add the benefit of good health to your arsenal with SBC Financial expertise and insurance products.
Why Partner with SBC Financial
When you partner with SBC Financial, you have the unique advantage of a full- service financial firm behind you. Our team has a deep understanding of what exactly Credit Unions and their members need to thrive, and with our proven process, we’ll help you to both generate new memberships and retain the existing.
Whether your members need tax assistance, investment help, or aren’t sure where to begin planning for retirement, SBC Financial is your one-stop solution to member retention.
How Do I Get Started?
To get started with SBC Financial today, fill out the form below!
Once submitted, Tim Fordham, our Director of Partnerships, will reach out directly to discuss your branch’s goals, and how SBC Financial can help you reach them.
Thank you for your interest in SBC Financial and we look forward to your partnership!
Tax Filing and Reduction Planning is a crucial part of making your hard earned savings last. Knowing how and when to make strategic tax decisions can make all the difference to your members, aiding membership and retention.