banner1.jpg

Events

Unitas Financial Services to attend Indiana Bankers Mega 2022

Unitas Financial Services is thrilled to be attending the Indiana Bankers Association's Mega Conference! The Mega Conference (May 9-11, 2022) provides a great opportunity for Indiana bankers to listen, learn and network with peers. The conference features 50 total sessions as well as a vibrant exhibit hall to help you keep your network strong. 

Read More

Unitas to attend HCUA Shift Conference April 5-6

Unitas is thrilled to be attending the Heartland Credit Union Association 'Shift' Conference April 5th-6th at the Stoney Creek Hotel in Kansas City. Our own Allen Moss will be on hand to experience the conference and discuss Blanket Insurance options for protecting your Credit Union's collateralized portfolios. Stop by the Unitas booth and register to win a YETI cooler. Plus you can grab a delicious Cheryl's cookie! 🍪 According to HCUA, this is not your ordinary conference, SHIFT likes to push the envelope. "Our sessions will inspire you to think differently. It might make you uncomfortable, but that's where the magic happens. Good news, there's no safer place to shift out of your comfort zone than with your credit union friends." We can't wait!

Read More

The Tri-State League of Financial Institutions Annual Holiday Luncheon

Unitas is thrilled to be attending The Tri-State League of Financial Institutions Annual Holiday Luncheon on Thursday, December 2, 2021 at The Oscar Event Center in Fairfield, OH.  We are excited to donate a YETI Cooler for the raffle event at the luncheon! Be sure to look for Brian Barnett, SVP, Customer Success, and Karen Stover, Client Support Manager, at the event. We look forward to spending time with some of the best lenders in the area and the amazing staff at the Tri-State League!

Read More

Unitas to Attend Arizona and Colorado Bankers Conference

We are beyond excited that Arizona & Colorado Bankers Associations are teaming up to provide a unique opportunity to gather in person for the first time in over a year. Our own Jim Perry and Allen Moss will be attending! Stop the Unitas booth to register to win a YETI cooler a grab a delicious Cheryl's cookie! 🍪

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, and Allen Moss, VP of 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 More

Unitas Financial Services Attended the 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!🍪

Read More

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

 

Read More

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

 

Read More

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.
Read More

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. 

Read More

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!🍪

Read More

Contact Us

Book a Meeting
Tell a Friend