July 16, 2012


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  • 19 months ago we set up Smart Insurance Group through our Cuso, Smart Financial Resources. As the CEO of our CUSO, I am proud to report we have recouped all start up expenses and now should be able to cover current period expenses. Our CUSO concentrates on two things, insurance and investments. We just started a new program called the Texas Tax Back Program which allows senior citizens over age 65 to defer their homeowners taxes and purchase a life insurance policy which allows their estate the freedom to pay the taxes and leave an inheritance.

    Our members are going to purchase their insurance somewhere so it might as well be with us. This is just another service that ties our members back to us.
    Jenny Smith
     
     
     
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  • I have found a great program that CU can use to boost profit and really benefit their members. Some have used it with great success...If anyone is interested, let me know.
    JB Floyd
     
     
     
 
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