Recap and Next Steps

The Extended Insurance Account is a powerful solution that helps your members keep their funds fully insured, while also strengthening their relationship with your credit union. As front-line staff, you play a key role in delivering this product to members.

Remember the essentials:

• Value: The EIA provides up to $15 million in NCUA insurance* through one simple account.
• Ease: Members get the peace of mind of extended insurance without the complexity of multiple accounts or institutions.
• Access: Deposits remain liquid, flexible, and transparent.
• Conversion: Moving from interest to action is simple. Once members sign the Terms & Conditions hosted at your credit union, their account can be opened immediately.

And remember, ModernFi is here to support you with training, marketing materials, and hands-on help whenever you need it. If questions come up, reach out to [email protected].

By confidently introducing the Extended Insurance Account, you’ll help members protect their savings, grow your credit union’s relationships, and strengthen the communities you serve.