Technology has had a positive impact on the way financial advisers do business with credit union members.
Mike Albert, a CUNA Brokerage Services financial adviser at the $738 million Collins Community Credit Union in Cedar Rapids, Iowa, said he has been using CUNA Mutual Group's ZONE annuity app to help members get a better grasp of features associated with the retirement product.
As a result, annuity sales have led to a 50% increase in its program's production in 2013 over 2012 at Collins Community CU, he said.
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