CommunityAmerica Financial Solutions Expands Insurance Coverage
New partnership with Ash Brokerage to provide enhanced credit union member service
CommunityAmerica Financial Solutions, LLC (CAFS), a FINRA registered broker/dealer and SEC registered investment adviser owned by CommunityAmerica Credit Union, announced today that they have partnered with Ash Brokerage, the largest privately held insurance broker in the United States, to expand their insurance-based solutions offered to credit unions across the country.
Effective immediately, Ash Brokerage will be CAFS’s exclusive brokerage general agency for life insurance, long-term care insurance, disability insurance and annuities. The partnership will provide CAFS advisors access to Ash Brokerage’s expertise, resources and industry-leading tools.
As a credit union owned broker dealer, CAFS is familiar with the opportunities and challenges credit union leaders face with their members financial wellbeing. They have built a best in breed technology experience for credit unions and their members, and partnering with Ash is the natural extension of what they have built on the insurance side.
“Increasing and scaling our capabilities in the insurance space allows us to provide more robust insurance program options to credit unions and their members,” said Mike Haggerty, President of CommunityAmerica Financial Solutions. “The partnership will help assure credit union members that the people they love will have the financial resources they need at any life stage.”
Insurance is not an easy conversation to have, but it can be imperative to a family’s future.
“With a strong national footprint and the ability to offer solutions from a large variety of insurance carriers, Ash is perfectly positioned to assist advisors in protecting their members’ finances,” said Matt McAvoy, Partner/Ash Brokerage Great Plains Divisional President.
The partnership allows for synergies in CAFS approach to doing business — the experience is relational, not transactional. Ash is known to listen to concerns about coverage, answer questions and provide effective solutions. The partnership is of great value to credit unions as it will help their members navigate their unique circumstances on their path to financial peace of mind.
To inquire about how to partner with CAFS, please visit creditunionbd.com or contact Justin Steitz at 913.905.8192.
CommunityAmerica Financial Solutions
CommunityAmerica Financial Solutions (CAFS) is a financial services provider and subsidiary of CommunityAmerica Credit Union based out of Kansas City, Mo. CAFS offers a breadth of services to CommunityAmerica’s more than 250,000 members, as well as the members of credit union clients across the country. With more than 60 experienced financial advisors on the team, CAFS helps hundreds of clients achieve financial peace of mind through investments like 401(k), IRA, College Savings 529, custodial, and business retirement plans, to name a few. They also offer a variety of investment products like mutual funds, bonds and stocks, and a full-service insurance program. CAFS specializes in offering financial counsel to families with a member of the household with special needs through its Special Needs Planning Center. To learn more about CAFS, visit creditunionbd.com.
Ash Brokerage is a brokerage general agency based in Fort Wayne, Indiana, answering the needs of financial professionals nationwide. For life insurance, annuities, long-term care or disability income, Ash provides the tools and, more importantly, the people needed to get the job done right. For almost 50 years, the firm has built its success on strong, personal relationships with its clients and partners. Whatever the question. Whatever the need. Ash Answers. To learn more visit ashbrokerage.com.