Affinity Plus runner up for national Louise Herring Philosophy-in-Action Member Service Award
Tuesday, March 01, 2016
Affinity Plus Federal Credit Union – SAINT PAUL, Minn. (March 1, 2016) – On February 24th, Affinity Plus Federal Credit Union was honored to accept a second place finish for the national 2015 Louise Herring Philosophy-in-Action Member Service Award in Washington D.C. The award, sponsored by the Credit Union National Association (CUNA), recognizes credit unions that demonstrate in an extraordinary way the practical application of the movement’s principles in serving their members. Affinity Plus chose to highlight its Estate Planning Program.
In October, Affinity Plus announced it received the Louise Herring Award on the statewide level, which advanced the credit union to the national competition.
“Our commitment to members has always been to serve them throughout their lives, regardless of their life cycle stage or experience, and we recognized a gap in the educational serviced we provided,” said president and CEO, David Larson. “More and more members were coming in to establish trust and estate accounts, and to ask questions about a host of different estate planning tools. We quickly realized an opportunity existed to expand our education platform and to give back to our membership in a very real way.”
Now in its third year, the program has helped numerous individuals and families of all ages understand estate planning basics and how to best implement their planning so that their wishes will be fulfilled. The credit union’s members have access to unlimited one-on-one consultations with an estate planning advisor, the opportunity to partake in educational seminars on varying estate planning topics throughout the year, and the ability to attend question-and-answer ‘open hours’ with an estate planning advisor at branch locations.
The most impactful benefit offered by the program is that the unlimited consultations, seminars and office hours are completely free to members, with no obligation to take action on any legal planning.
“The financial and educational impact this has on clients is incredible,” reflect Affinity Plus estate planning advisor, Ray McCoy. “Instead of paying hefty fees for each meeting and each individual consultation, members get as much personal one-on-one attention as they want, to make sure they get things right. Affinity Plus’s mission has always been to put people first, and this program is a shining example of that mantra.”
Further information about Affinity Plus can be found online at https://www.affinityplus.org/.
Pictured: Affinity Plus CEO Dave Larson, CFO Brian Volkman, and Board Member Karen Foreman.
Affinity Plus Federal Credit Union is a not-for-profit, financial cooperative that puts people first above profits. Members of Affinity Plus receive maximum value through competitive rates, minimal fees, and unique, member-centric products and programs. Affinity Plus has 27 branches located throughout the state. With over $1.7 billion in assets with $3.5 billion in assets under management, Affinity Plus is based in St. Paul and is owned by more than 180,000 members. Additional information is available at www.affinityplus.org or by calling (800) 322-7228.