CUES Member Community

  • 1.  Financial Health Check Up

    Posted 25 days ago
    We are looking to offer members the chance to come in for a financial health check up. We want the program to be consistent across our 11 branches. Does anyone have a program like this that would be willing to share a general outline of the process your MSRs takes a member through?
    Thanks!

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    Jacob Ward CSME
    VP/Marketing
    RIA Federal CU
    Rock Island IL
    563.355.3800
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