We are thrilled to be attending Reach 2019 from October 26th-30th at the Monterey Conference Center in Monterey, CA.
Credit union leaders from across the country will converge to experience unparalleled discovery, learning, and networking in the idyllic tranquility of Monterey. Our own 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. Read more about it in our latest press release. Be sure to stop by our exhibit to register to win a Yeti Cooler and grab a delicious Cheryl's Cookie!
Along with our Blanket 360 products we offer a full suite of Mortgage Settlement Solutions, Advanced Tax Tracking, and Equity Default Protection which allows for higher LTV limits on second mortgages.
One last thing you should know. We just launched a new product that credit union members love! It's called VRP and it stands for Vehicle Return Plan. You can read all about it here.
Jim Perry
VP, Regional Business Development
Jim joined Unitas Financial Services in November of 2018 as a VP of Regional Business Development. Jim is a graduate of the United States Military Academy at West Point with a major in Economics. After graduating from West Point, Jim spent time at Fort Stewart, Georgia as an Infantry Officer. Following his time in the Army, Jim sold commercial real estate and worked as a mortgage banker. Jim currently resides in Hilliard, Ohio with his wife Brittany and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. Jim is advising credit unions on portfolio risk management and related efficiencies.
Jim, and Unitas Financial Services would like to invite you to schedule a free assessment of your coverage. No sales pressure, just free advice.
Click here to schedule a meeting with Jim Perry.
