The $63.6B Navy Federal Credit Union finds the segment more proactive with financial planning.
Toss out the rule book to increase retail investment and insurance penetration rates.
New year resolutions can deepen member relationships.
Only about 10% of people say they would consult a credit union about investing a $25,000 windfall.
A vast majority of pre-retirees between 51 and 61 years of age are approaching retirement with sizable amounts of debt.
Credit unions share how they've used retirement fairs to attract new business and reinforce SEG relationships.
Consumer Federation of America/CFP Board survey finds nine in 10 do some planning, but the extent varies greatly.
Kansas credit union creates planning center for families with children with special needs.
Credit union acted to help members meet their debt goal.
Allianz Life Insurance survey says a third of respondents say they don't make enough to bother.