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Banker Benefits: Customized Plans Now Available Through Unum
Request a Quote Today!
The CBA is now partnering with Unum to offer life and disability insurance plans.
Unum is able to customize its insurance offerings to match your current plan design. Click here for more information, or contact us today to get a quote!
Contact Information:
Mike Doerr, CBA Banker Benefits: (916) 438-4431
John Melbon, CLU, EVP, Benefits Division Leader at SullivanCurtisMonroe: (949) 852-5741
Equifax Breach: Resources to Communicate with Your Customers
As the Equifax breach continues to dominate headlines, you may begin to get questions from your customers and the media. Here are a few resources you might find helpful as you decide how to communicate about the breach:
CBA Scholarship Initiative
To assist California bankers pursuing their professional goals, the California Bankers Association (CBA) is offering a number of scholarship opportunities available to any full-time employee of a CBA-member bank who is employed in California.
Preventing ID Theft Brochure
Preventing ID Theft brochure is a consumer-focused information piece that provides consumers helpful information on how to protect one’s personal information from ID thieves and also what to do if a consumer suspects he or she is already a victim.
Data Security Statement Stuffer
CBA has developed the attached data security statement stuffers for use with your customers. The stuffers have been provided in a single color (blue, black or red) as well as in two different sizes regular (5.5 inches by 3 inches) and small (5 inches by 2.5 inches).
Please feel free to download the materials, add your company logo and copy as needed.
Stop Elder Financial Abuse Brochure
The population of older Americans is growing at a significant pace, and financial abuse of elders and dependent adults is on the rise. In 2002, 250,000 cases of vulnerable adult abuse were reported in California, with approximately 40% identified as financial abuse.
Financial Literacy Resources
The following financial literacy resources are available for financial institutions, educators, community groups and consumers.
MoneySmart - FDIC
Econ Lowdown – Federal Reserve Bank of St. Louis
Money Math: Lessons for Life – U.S. Treasury