Discovery Questions

Utilize the below discovery questions to uncover member needs that can be met with the Extended Insurance Account.

  1. Are you currently holding deposits elsewhere?
    1. You can access $15M in extended federal deposit insurance through a single account for maximum security, knowing your funds are safe and secure, backed by the full faith and credit of the federal government
  2. Do you have balances over $250k? If so, how are you insuring those balances?
    1. You can access $15M in extended federal deposit insurance through a single account for maximum security, knowing your funds are safe and secure, backed by the full faith and credit of the federal government
  3. Are you currently managing multiple bank accounts?
    1. You can access $15M in extended NCUA share insurance without the hassle of multiple accounts