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

Megan Howard

Joseph Herzog

Ken Colgan

David Sussman

Gloricel Fernandez

Tina Curtis

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

Leadership Team

Sales Team

Marketing and Talent Acquisition

Business Analysts and Intelligence

About

Team members

Other teams at PFP Services

Leadership Team

Sales Team

Marketing and Talent Acquisition