Expert Independent Investment Advice
Credit unions need to invest excess funds so as to secure a return for their members, while at the same time ensuring that sufficient liquid resources are available and adhering to the myriad of rules and regulations surrounding the nature and profile of individual investments and the overall investment portfolio.
Hennelly Finance provides expert, impartial, independent financial advice – to both corporate and private clients.
We have the required knowledge, experience and qualifications to ensure we provide the highest standards of professional financial planning and advice.
Through our highly consultative financial planning process, we work with Credit Unions to plan and manage their financial affairs, providing advice on the most appropriate use of their excess funds, while ensuring compliance with all legal and regulatory requirements.
Credit Union Death Benefit Insurance
The main purpose of this insurance is to provide basic life cover to credit union members at an affordable price. The Credit Union Sector in Ireland continues to play a crucial role in helping to meet the financial, economic and social needs of many people and their communities.
Key to adapting to this challenging environment is cost control. Credit Unions have to remain focused on ensuring effective cost control policies to remain viable and competitive. Cost control policies should position Credit Unions to find value without any compromise in quality. For all Credit Unions it is vital to have a Financial Advisor who will understand the insurance issues which face them.
What we can do
- Hennelly Finance can implement and managing Death Benefit Insurance for Credit Unions with a Dedicated Claims Manager who will deal directly with Insurance Provides to ensure quick settlement of claims.
- Annual Policy Review to ensure the most competitive premium is secured
- We have access to all the main product providers in the Irish market that provide this type of cover. This enhances our ability to give unbiased advice while ensuring that you, our client obtain value for money, security around future premiums and claims management.
For more information please contact Helena Hennelly at email@example.com or telephone 091 670123.