BenefisCU

American Heritage is committed to the business community and bringing valuable, affordable solutions to its business members, large and small.

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Benefits for your Business's Employees

BenefisCU is a Credit Union Service Organization and a strategic partner of American Heritage Federal Credit Union. Specializing in providing advanced insurance, estate protection and key employee retention solutions to business communities, BenefisCU brings an array of services to help you pursue your financial goals and build a legacy for future generations.

 

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Wealth Protection and Personal Planning Service

The mark of a great advisor is knowing what matters to you most, and identifying strategies that will align your personal and business finances with your goals.

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Business Insurance Services

Utilize advanced insurance solutions to secure the coverage your business needs, without tying up precious operating capital.

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Acquistions

Acquisitions may be an important part of your business's growth opportunity.

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Insurance

Healthcare costs are rising and finding affordable coverage is a challenge for many businesses. Most insurance brokers focus on larger businesses and larger commission opportunities. As a result, small and mid-sized businesses are often overlooked and underserved.

Common Issues Businesses Face:

  • Employees want a lower deductible, but the business cannot afford to buy that option.
  • Businesses want to recruit key people, but the costs of their benefits are more expensive than a competitor.
  • Employees are expected to work directly with the insurance carrier to resolve service or coverage issues.
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Have a Question? Contact BenefisCU for More Information

Dale K. Edwards

972.410.3735

dkedwards@triscendnp.com

H. David Wright

972.410.3740

dwright@triscendnp.com

Alexandria J. Staron

972.410.3725

astaron@triscendnp.com

Join today!

Not a member and interested in having access to all of our benefits that come with membership? Start now with our simple process!