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 Finance and Operations team at PFP Services is responsible for overseeing the financial health and operational efficiency of the company. Their duties include strategic financial planning, budgeting, and analysis to ensure sustainable growth. They also manage day-to-day operations, streamline processes, and ensure compliance with industry regulations, thereby supporting the company's mission to provide high-quality, affordable insurance protection to credit union members and their families.

Finance and Operations

Leadership Team

Sales Team

Marketing and Talent Acquisition

Finance and Operations

About

Team members

Other teams at PFP Services

Leadership Team

Sales Team

Marketing and Talent Acquisition