Copper Financial Networks, LLC (“CuFi”) today announced a new partnership with Ash Brokerage, the largest privately-held insurance broker in the United States. As a FINRA registered broker/dealer, SEC registered investment adviser, and insurance agency owned by CommunityAmerica Credit Union, the partnership allows CuFi to expand its insurance-based solutions offered to credit union members across the country.
Effective immediately, Ash Brokerage will be CuFi’s exclusive brokerage general agency for life, long-term care and disability insurance, as well as annuities. Ash will provide CuFi advisors with access to their in-house expertise, resources, and industry-leading tools to support its growing list of partners.
As a credit union-owned broker dealer, CuFi has built a best-in-breed technology experience for its partners. As it grows its national footprint, partnering with Ash allows CuFi to expand its insurance presence across the country. “Increasing and scaling our capabilities in the insurance space allows us to continue to provide a robust insurance offering to credit unions and their members no matter where they live,” said Mike Haggerty, President of Copper Financial. “The partnership also has synergies in how we approach business today. Ash’s technology and ability to integrate their systems allows our advisors a seamless experience when it comes to processing insurance on behalf of members. Our credit unions partners will benefit greatly from Ash’s proven track record of helping members navigate the many unique circumstances they face on their path to financial peace of mind.”
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 CuFi’s advisors in protecting the finances of the members they serve,” says Matt McAvoy, Partner, Ash Brokerage Great Plains Divisional President.
To inquire about partnering with CuFi, please visit www.cu.financial or contact Justin Steitz at 913.905.8192.
Copper Financial
Copper Financial Network, LLC (“CuFi”) is a financial services provider and subsidiary of CommunityAmerica Credit Union based out of Kansas City, Mo. CuFi 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 professionals on the team, CuFi helps hundreds of clients achieve financial peace of mind through accounts 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. CuFi 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 CuFi, visit www.cu.financial.
Securities and advisory services offered through Copper Financial Network, LLC (“CuFi”), an SEC registered investment advisor. Member FINRA/SIPC. Products offered through CuFi: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. CuFi is a wholly-owned subsidiary of CommunityAmerica Credit Union.
Ash Brokerage
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, www.ashbrokerage.com.
