TRUSTED PARTNERSHIPS FOR CREDIT UNIONS
A Bridge for Credit Unions to Insurance Company Opportunities
At Daly Initiatives, we bring to Credit Unions the best investments the Life Insurance Industry has to offer in terms of Yield, Liquidity and Safety.
SECURE AND RELIABLE
Guaranteed Contracts for Credit Unions
Non-Life Insurance Contracts
We provide options for non-life insurance investment contracts with major insurance companies that can lock in competitive rates for terms of 3, 5, 7, or 10 years. Right now, these contracts offer rates greater than 5%—a valuable, stable return in today’s market.
Life Insurance Contracts
Our single premium whole life lump-sum deposits are a powerful choice. These contracts are liquid, and they secure a favorable rate for decades. Mutual Life Insurance Companies are owned by their members, just like Credit Unions.
Connecting Financial Strength with Lasting Security
We currently manage a fixed-rate guaranteed portfolio of over $1 billion in partnership with 140 Credit Unions. We will provide a nine page reference list with your first appointment.