The Breakthrough Award recognizes the significant growth of a credit union’s investment and insurance program revenues throughout the year. The Wealth Management department at ITCU was able to strengthen its program and generate additional revenue by delivering investment, insurance and retirement planning services to the credit union member base.
“We are proud to be acknowledged for our Wealth Management team’s accomplishments and the excellent service delivery that they have provided to our members over the years. This award is testament to their expert knowledge and stellar customer care,” said Diane Gerstner, Executive Vice President of InTouch Credit Union.
The annual awards are presented by CFS as a way to recognize outstanding investment and insurance programs for their dedication to high standards, commitment to superior service and outstanding performance that helps each organization meet and exceed its goals.
In addition to financial planning and investment services, InTouch also offers consumer, home and auto loans, deposit services and online banking services.
About InTouch Credit Union
InTouch Credit Union (ITCU) is a financial cooperative that has been proudly serving its members since 1974. InTouch Credit Union is committed to creating member value by placing the financial needs and delivery of exceptional service to the membership ahead of profit while maintaining fiscal responsibility.
With 19 branches in four states and additional access to a nationwide network of over 5,000 CU Service Centers, ITCU currently boasts assets near $800 million and serves 72,000 plus members across all 50 states and in more than 20 countries around the world. Eligibility requirements are available on ITCU.org for potential members to review. InTouch Credit Union can also be found on Facebook, Twitter, Google+ and LinkedIn.
About CUSO Financial Services, L.P.
Established in 1997, CUSO Financial Services, L.P. (Member FINRA/SIPC) is headquartered in San Diego. With branch offices located nationwide, CFS is a full-service broker/dealer and SEC Registered
Investment Adviser offering customized investment and insurance solutions to credit unions. For more information, call 858-530-4400 or visit www.cusonet.com.
Investment products are offered by CUSO Financial Services, L.P. (Member FINRA/SIPC) and are not NCUA/NCUSIF insured, not credit union guaranteed, and may lose value.