PFP has been providing credit union families and friends with high-quality, affordable insurance protection since 1973 and has grown to serve hundreds of credit unions throughout the country. Our professional staff continues to commit themselves to the needs of each credit union we serve, its members, their friends, and families.

As experienced Business Development Specialists, our team enhances the outreach efforts of each credit union partner exponentially. The goal of our marketing efforts are twofold: to increase credit union membership while cross-selling products and services. In building relationships with each credit union member, we also generate non-interest income by providing the member, their families, and friends with a portfolio of supplemental insurance products. 

In addition to the promotion of each credit union's unique products and services, The Family Security Plan offers supplemental insurance products as a benefit of credit union membership. Our product offering includes individual Whole Life Insurance, Disability Income Insurance, Critical Illness Insurance and Accident Insurance. 

Our team of professional representatives introduce credit union members, their friends, and families to high-quality, low-cost insurance coverage. We take them through the enrollment process, on a one-on-one basis, guiding them every step of the way. 

PFP has protected over 1,000,000 credit union members over the years - and the number of families protected continues to grow!

Insurance

PFP Services

PFP Services' headquarters in Orange, United States

Joseph Herzog

Ken Colgan

David Sussman

Gloricel Fernandez

Tina Curtis

Harold Holmes

Terry McGowan

The Leadership Team at PFP Services is responsible for setting the strategic direction, driving business development, and ensuring operational excellence across the organization. This team of top executives oversees finance, marketing, human resources, sales, and compliance to ensure that PFP continues to provide high-quality, affordable insurance protection to credit union members and their families. By fostering relationships, enhancing outreach efforts, and spearheading new business initiatives, the Leadership Team plays a critical role in the ongoing growth and success of PFP Services.

Leadership Team

The Sales Team at PFP Services is responsible for driving business growth by building and maintaining relationships with credit unions and their members. This team introduces credit union members, their families, and friends to PFP's portfolio of supplemental insurance products, guiding them through the enrollment process and ensuring they receive high-quality, affordable coverage. Through their efforts, the team not only enhances credit union membership but also contributes to generating non-interest income for credit unions.

Sales Team

The Marketing and Talent Acquisition team at PFP Services is responsible for both increasing credit union membership through strategic marketing initiatives and securing top talent to support the company's expanding needs. This team develops creative marketing campaigns to promote credit unions' unique products and services while also cross-selling PFP's supplemental insurance products. Additionally, they focus on attracting and recruiting skilled professionals to ensure that PFP continues to provide exceptional service and protection to credit union members, their families, and friends.

Marketing and Talent Acquisition

The Business Analysts and Intelligence team at PFP Services leverages data insights and analytical tools to support strategic decision-making and operational efficiency for credit union partners. They analyze market trends, member behavior, and product performance to identify opportunities for growth and optimization. This team also equips the business development and marketing teams with actionable intelligence to enhance their outreach efforts, ultimately boosting credit union membership and cross-selling insurance products to generate non-interest income.

Business Analysts and Intelligence

The Sales and Business Development team at PFP Services is responsible for expanding the company's reach by building and enhancing relationships with credit unions across the country. This team aims to increase credit union membership and generate non-interest income by promoting supplemental insurance products to members, their families, and friends. They focus on personal, one-on-one interactions to ensure a seamless enrollment process and provide high-quality, affordable insurance coverage.

Sales and Business Development

The Corporate Administrators team at PFP Services comprises the Chief Executive Officer, Chief Growth Officer, Chief Value Officer, and Sr VP of Administration + Corporate Compliance Officer. This team is responsible for the strategic oversight and governance of the company, ensuring regulatory compliance, driving organizational growth, enhancing corporate value, and maintaining operational integrity to support the effective service of credit union partners and their members.

PFP Services

Org chart

Teams

Leadership Team

Sales Team

Marketing and Talent Acquisition

Business Analysts and Intelligence

Sales and Business Development

Corporate Administrators

Offices

PFP Services

Org chart

Teams

Leadership Team

Sales Team

Marketing and Talent Acquisition

Business Analysts and Intelligence

Sales and Business Development

Corporate Administrators

Offices

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