Your most profitable and loyal members turn to your credit union during their life milestones when everything is changing. This workshop will define those Life Stages and each stage's needs, as well as how those needs translate to financial products and services. At the end of this session, you’ll have everything you need to create your own Life Stage sales and marketing plan.

Knowledge Level: Basic
Pre-Requisite: None
No advance preparation required
CPE Field of Study: Communication & Marketing