The Guide for Credit Unions Providing Investment and Insurance Services

In order to provide members with access to securities and insurance services, credit unions enter into joint marketing agreements with broker/dealers, advisory firms and insurance agencies. The Guide discusses how the relationships are structured, the financial norms, and the legal authority.

• | Author: Guy a Messick
• | Publisher: Independently published
• | Publication Date: December 02, 2019
• | Number of Pages: 124 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 170807788X
• | ISBN-13: 9781708077884