May 16, 2022 Copyright © 2009. UNFCU Financial Advisors, LLC. All rights reserved. Online Insurance Suite By Stephen J. Ryerson, President UNFCU Financial Advisors
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April 8, 2023
Copyright © 2009. UNFCU Financial Advisors, LLC. All rights reserved.
Online Insurance Suite
By Stephen J. Ryerson, PresidentUNFCU Financial Advisors
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20232
ContentsCompany Background 3Philosophy 4Locations 5Products & Services 6Online Insurance Programs 8Marketing Solutions 14Websites 15Disclosures 16Contact Info 17
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20233
Company Background
UNFCU Financial Advisors is a wholly owned subsidiary of the United Nations Federal Credit Union - a financial organization serving the United Nations community since 1947 with a tradition of trust, integrity and unparalleled service. This tradition and commitment is now extended through UNFCU Financial Advisors to individuals, credit unions, non-profit organizations, small businesses and corporations.
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20234
Our Philosophy
• We are committed to your financial well being through providing advice ensuring that your needs and goals are being addressed in a comprehensive way.
• We offer advice that … – is objective, unbiased and independent – you can trust – is clear and concise – simplifies your life – is affordable
• We have identified and carefully evaluated partners to ensure that expertise in all relevant areas is available to our clients
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20235
Current Office Locations
• Long Island City, NY• Washington, DC• Geneva, Switzerland• Vienna, Austria (UNFCU Advisors, GmbH)
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20236
Member Product/Service Overview• Financial Planning & Consulting• Investment Advisory & Management Services• Estate Planning and Charitable Giving Programs• 401(k) & IRA Rollovers• Retirement Income Planning – our innovative Retirement Solutions program• Insurance Solutions
– Life & Health – Long-Term Care– Long-Term Disability– Home, Auto & Umbrella– Pet Health – 5% online discount for credit union partners– Moving – significantly discounted vs. what movers charge– Kidnap and Ransom
• WelcomeHomeProgram™– Real Estate Buying & Selling Assistance – cash back rebates
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20237
Credit Union Product/Service Overview
• Investment Advisory & Management Services• Employee Benefits
– Medical Programs – compulsory and voluntary– Retirement Plans
• Fidelity and Surety Bonds• Risk Management & Loss Control Services• Property and Casualty Insurance
– D&O, E&O• Financial Institutions P&C Programs• Vacant Home Insurance
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
Online Insurance Programs• Life Insurance• Travel Medical & Travel Accident Insurance• Student Medical Insurance• Vacant Home Insurance Coverage (Available anywhere in the
world)• Moving Insurance (costs significantly less than what movers
charge)• Belongings & Liability Insurance (Available anywhere in the
world).• Critical Care Coverage (for non-US citizens outside the US)• Global Liability Insurance• Pet Insurance• Income Solutions® (Low cost immediate income annuity program)• Home & Auto Insurance (Coming soon)
8 April 8, 2023
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 20239
Life Insurance• Basic Life• Terminal Illness• Double Indemnity
Travel Medical & Travel Accident Insurance
• 5 Days – 1 Year• No Additional Charge
• Emergency Medical Evacuation• Acts of Terrorism• Complications of Pregnancy
• High Limit AD&D• High Limit Permanent and Total Disability• No Underwriting Required
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202310
Student Medical Insurance• Designed Specifically for International Students’ Needs• Emergency Medical Evacuation• Intercollegiate Sports• Acts of Terrorism• And More
Vacant Home Insurance Coverage (Available anywhere in the world)
• Vacant Principle or Secondary Dwellings
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202311
Moving Insurance (costs significantly less than what movers charge)
• Covers you and your family’s belongings at every stage during a move.
• Covered wherever you go.
Belongs & Liability Insurance (Available anywhere in the world)
• Designed expressly for professionals of all nationalities working outside of their home country.
• Superior Coverage• Worldwide Claims Service
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202312
Critical Care Coverage (for non-US citizens outside the US)
• Access to the world’s foremost surgeons and health facilities.
Pet Insurance• Covers congenital and hereditary conditions with no dollar* or time
limit per condition.• Covered for Life Feature
• Pet Protection for Illnesses and Injuries Without Age Limits**• 5% Discount Available
*Subject to annual policy limits**As long as the policy is renewed each year without any break in coverage,
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202313
• Innovative Program• Provide you with sufficient income for retirement
Home & Auto Insurance (Coming soon)
Income Solutions® (Low cost immediate income annuity program)
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202314
Turn-key Marketing Solutions
• Content Integration
• Co-branded Marketing Materials: print literature, email templates, web banner ads
• Graphic Design Services
• Web Development and Support
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202315
For more information, please visit our websites:
http:/www.unfcuadvisors.com
http:/www.ezretirementsolutions.com
http:/www.welcomehomeprogram.com
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202316
Disclosures:UNFCU Financial Advisors (“UNFCU”) is an SEC registered investment adviser with its principal place of business in the
State of New York. UNFCU is in compliance with the current registration requirements imposed upon registered
investment advisers by those states in which UNFCU maintains clients. UNFCU may only transact business in those states
in which it is registered or qualifies for an exemption or exclusion from registration requirements. This presentation is
limited to the dissemination of general investment-related information. This presentation is not intended as personalized
investment advice and no person should rely strictly on the information provided as a basis for any investment decisions.
Any subsequent direct communication by UNFCU with a prospective client shall be conducted by a representative that is
either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client
resides. For information pertaining to the registration status of UNFCU, please contact UNFCU or refer to the Investment
Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about UNFCU, including fees
and services, send for our disclosure statement as set forth on Form ADV from us using the contact information herein.
Please read the disclosure statement carefully before you invest or send money.
UNFCU Financial Services LLC is a licensed insurance producer under the New York State Insurance Department.
Investment advisory services are provided by UNFCU Financial Services LLC under d.b.a. UNFCU Financial Advisors.
Nancy Wilks, Boris Fernandez, and Hector Dishnica provide insurance services only through UNFCU Financial
Services LLC and are neither affiliated nor provide any investment advisory services through UNFCU Financial
Advisors.
Proprietary Notice: This presentation includes data that shall not be disclosed outside the Credit Union and shall not be duplicated, used, or disclosed - in whole or in part - for any purposes other than to review this presentation. This restriction does not limit the Credit Union’s right to
use information contained in this presentation if it is obtained from another source without restriction. Each sheet in this presentation is subject to the above restriction.
April 8, 202317
Stephen Ryerson, President
T + 1-212-324-3901
F + 1-212-324-3991
UNFCU Financial Advisors, LLC
24-01 44th Road
Long Island City, NY 11101
www.unfcuadvisors.com
Contact Information
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