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Events

Expand Expo 2021

Unitas Financial Services is thrilled to be attending and exhibiting at the October 2021 Expand Expo.  This event will focus on training and development designed specifically for credit union professionals. Matt Moore, VP of Regional Business Development, will be on hand to answer questions on how the choice you make for your collateralized portfolio protection can help your credit union and its members stay financially strong. Matt is excited to hear from best-selling author Mark Sanborn as he discusses how to live intentionally from his most recent book, The Intention Imperative. Be sure to stop by our exhibit and register to win a YETI Tundra Cooler and grab a delicious, Cheryl's Cookie!🍪

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Southwest Lending and Collections Conference


Unitas Financial Services is thrilled to be attending the Southwest Lending & Collections Conference October 12th -14th in Frisco, TX. Our mission is to help credit unions transfer risk associated with loan portfolios while being good stewards of credit union members' assets. 

Our own Allen Moss, VP of Regional Business Development, will be on hand to answer questions about Collateral Protection Insurance including Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Read Allen's latest article: Analyzing CPI – Are “Borrower’s Claims” Really a Member Benefit?

Be sure to stop by to see us and grab a delicious Cheryl's Cookie! 🍪 And don't forget to register to win a YETI Cooler!

6 Reasons Blanket Equipment Insurance is the best option for your collateralized loan portfolios.

  1. Prevents negative contact with borrowers 
  2. Blanket 24/7 protection for uninsured losses 
  3. Improves efficiency for your staff 
  4. Coverage includes collision, rollover, fire, and theft 
  5. High coverage limits 
  6. Coverage satisfies auditor and examiner requests 

Learn more about Blanket Insurance

Read more: 

How VSI Protects Lenders Against Charge-Offs

CFPB Prioritized Assessment Targets Auto Loan Servicing

 

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Unitas Financial Services to attend MAXX NWCUA Annual Convention


Unitas Financial Services is thrilled to be attending the 2021 MAXX NWCUA Annual Convention October 5th -7thin Boise, ID. Participating in the The Maxx Convention emphasizes that we are part of   "an army of advocates working together to advance the mission to provide credit union members with meaningful value and a better financial choice." This resonates with our mission to help credit unions transfer risk associated with loan portfolios while being good stewards of credit union member's assets. Some CPI programs are funded on the backs of the most vulnerable and underserved members. 

Our own Brian Ruhe, SVP of Regional Business Development, will be on hand to answer questions about Collateral Protection Insurance including Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Be sure to stop by to see us and grab a delicious Cheryl's Cookie! 🍪 And don't forget to register to win a YETI Cooler!

6 Reasons Blanket Equipment Insurance is the best option for your collateralized loan portfolios.

  1. Prevents negative contact with borrowers 
  2. Blanket 24/7 protection for uninsured losses 
  3. Improves efficiency for your staff 
  4. Coverage includes collision, rollover, fire, and theft 
  5. High coverage limits 
  6. Coverage satisfies auditor and examiner requests 

Learn more about Blanket Insurance

 

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Unitas Financial to Attend 2021 Heartland Credit Union Convention

We are thrilled to be attending the 2021 Convention & Annual Meeting (CAM)  October 6-8, 2021 at the Sheraton Kansas City Hotel at Crown Center for a celebration of credit unions! Our own Jim Perry and Allen Moss will be on hand to answer questions on how the choice you make for your collateralized portfolio protection can help your credit union, your members, and your community stay resilient.
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Unitas to Attend 2021 Independent Banker of Colorado Convention

Our own Jim Perry will be attending the Independent Bankers of Colorado 48th Annual Convention September 15-17, 2021 at the Vail Marriott Mountain Resort, Vail.  This year's convention theme is Community Banks - "We are a community of community bankers!" At Unitas, we know that community banks are a driving force in their community’s success. That’s why we develop innovative, fully customizable portfolio protection programs and other financial products for lenders and investors, enabling them to remain strong, efficient, and protected as they continue to grow and enrich their communities. Jim Perry, VP of Business Development, will be on hand to answer questions about Collateral Protection Insurance including our newest product, Blanket 360, which provides coverage for auto, mortgage, and equipment portfolios. Click here to schedule a meeting with Jim Perry. 

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Unitas to attend the NMBA 109th Annual Convention

Unitas Financial Services is thrilled to be participating in the NMBA 109th Annual Convention at the Ritz Carlton in Orlando, FL. August 25-27th.

We are excited to finally meet in person again and share stories, exchange ideas. Our own Allen Moss, VP of Regional Business Development, will be on hand to answer questions on how the choice you make for your collateralized portfolio protection can help your bank and its borrowers stay resilient. Be sure to stop by our exhibit and register to win a YETI Tundra Cooler and grab a delicious Cheryl's Cookie!🍪

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Unitas to attend the Tennessee Credit Union League Conference

Unitas Financial Services is thrilled to be participating in the Tennessee Credit Union League's 2021 Annual Convention & Expo at The Chattanooga Convention Center August 18th-20th to celebrate the Credit Union Community. We are excited to finally meet in person again and share stories, exchange ideas, and reaffirm our commitment to everything we love about the credit union movement. Our own Matt Moore, VP of Regional Business Development, will be on hand to answer questions on how the choice you make for your collateralized portfolio protection can help your credit union and its members stay resilient. Be sure to stop by our exhibit and register to win a YETI Tundra Cooler and grab a delicious Cheryl's Cookie!🍪

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Unitas to attend the WV Bankers/OBL Joint Convention

Unitas Financial Services is thrilled to be participating in the 2021 WV Bankers/OBL Joint Convention at The Greenbrier, Sunday, July 25th through Wednesday, July 28th. The theme of this year's event is Resilience. Resilience is the quality that allows some people and businesses to be knocked down by the adversities of life and come back at least as strong or better than before. Without question, COVID-19 has created adversity that most have never experienced. How your organization responds to these challenges will be the ultimate measure of your RESILIENCE. Banks are looking for ways to increase the elasticity of their resilience and their customers'. Our own Matt Moore, VP of Regional Business Development, and Tod Hastings, VP of National Sales will be on hand to answer questions on how the choice you make for your collateralized portfolio protection can help your bank and its borrowers stay resilient. Be sure to stop by our exhibit and register to win a YETI Tundra Cooler and grab a delicious Cheryl's Cookie!

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Unitas Financial to Participate in the 2021 Single Family Rental Forum

Unitas Financial Services is thrilled to be a participant and speaker at IMN's 9th Annual Single Family Rental Forum (East). This year's event will be held July 19th-21st in Miami, Florida. With the SFR market currently estimated at $3.4 trillion and occupancy rates at an all-time high, an increasing number of investors are expanding their strategy to include this asset class.  We look forward to having the opportunity to convene the leading minds in the space and play our own small role in pushing this thriving industry on to even bigger and better things. Our own John Watt, ARM, VP of Investor Products and Investor Business Development, will be attending and moderating a session. (Session details below.) John is a long-time expert in Investor Real Estate protection. He teaches investors and property managers how to implement best practices to get the most comprehensive program of insurance at the best possible cost.

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Unitas is proud to sponsor the WCMS Alumni 2021 Scholarship Golf Event

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