Program management support is included in our services. Our step-by-step roll out process is customized to your credit union's needs. Our programs are designed to be turnkey - with minimal demand on time and resources. We work together to make sure your team and your members will get the most value from the program. 
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​Our team provides ongoing support to your credit union. We provide member and staff feedback, update training programs and marketing strategies. The credit union is provided regular reports on the program activity - including data points for households, growth, revenue, and assets under management.
​​Staff Training
We work to form a strong partnership with your team and encourage open communication to ensure a seamless member experience.
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Through employee training sessions, demos, and support, we strive to make sure all employees are comfortable compliantly speaking to members regarding the program. Training can be customized to meet the needs of your credit union employees.

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Compliance Support
We are a SEC Registered Investment Advisor (RIA). Our programs are designed to follow NCUA and SEC guidelines regarding the sale of non-deposit investment products and third party relationships.

As an RIA, our fiduciary responsibility to place members' best interests first aligns with the cooperative values of credit unions. We provide continuous compliance support. Contact a member of our team to learn more about program compliance or request our due diligence packet.
Program Marketing
A robust marketing plan is an integral part of any successful investment services program. We can help you create dynamic marketing strategies and plans to grow your wealth management program.

Marketing content can include website, print, direct mail, newsletters, advertising, email, social media, webinars, seminars, and more. Marketing to the member base comes from the credit union directly. We can provide pre-designed content which may be used "as-is" or as a template for your team to create your own materials. A strong, consistent, mutual marketing effort is encouraged for a successful program, though the credit union may decide how to incorporate these services into the full marketing calendar.

Our team will take a consultative approach and assist you and your program with all your marketing needs, including:​​

Branding, Stationary, Advertising, Direct Mail, Newsletters, Webinars, Seminars, Client Appreciation Events, Social Media, Website, Surveys.

Example Marketing
​Content

From posters to postcards, we will provide you with marketing designs and content to promote your
​wealth management program to your members.

Pre-written Marketing Email Topics:

Money
Retirement
Safety Net
401(k)
College Planning
Budgeting
Investing Goals
Educational
​Debt Management
Financial Advisor
​Estate Planning
Financial Review
Tax Season
Family Planning
Life Events
And More...
Contact
(888) 212-9940
​​[email protected]
© 2024 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Credit Union Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Credit Union Wealth Group has a partnership with credit unions to provide investment advisory services to their members. The credit unions are not investment clients of Credit Union Wealth Group but have a revenue sharing relationship that can create a conflict of interest.