DALLAS — For its plethora of programs courting the 50 and older crowd, Neighborhood Credit Union was recently featured on NBC's "Today" show as one of the top five financial institutions in the country for targeting the baby boomer generation.
The $245 million credit union was the only that made the list, according to Carolyn Jordan, senior vice president.
One of the programs mentioned was Neighborhood CU's investment and trust services division, which includes a licensed financial adviser on staff and at least one person in each branch licensed to sell investment products. The credit union also has an Advantage 50 checking account that offers prescription drugs and glasses discounts and travel rewards.
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Members also have access to a rewards and relationship pricing program to bring more business to the credit union. Jordan said the 50 and over group make up a strong percentage of their platinum tier, which is $100,000 in combined deposit and loan balances and total rewards tier at $30,000 for the same categories.
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