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Unitas Financial to Attend 2021 Heartland Credit Union Convention

Heartland 2021
Yeti Tundra Cooler Giveway at Heartland CU Association Annual ConferenceWe 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.
Be sure to stop by our exhibit and register to win a YETI Tundra Cooler and grab a delicious Cheryl's Cookie!🍪

7 Reasons Blanket Insurance is the best option for portfolio protection.

  1. Prevents negative contact with borrowers 
  2. Blanket doesn't increase payoffs on already burdened customers and reduces charge-offs.
  3. Blanket Insurance provides 24/7 protection for uninsured losses 
  4. Improves efficiency for your staff 
  5. Coverage includes collision, rollover, fire, and theft for vehicles and equipment.
  6. High coverage limits 
  7. Coverage satisfies auditor and examiner requests 

Learn more about Blanket Insurance


Jim Perry Unitas Financial Services
 1-800-461-9224 x1046

Jim Perry

VP, Regional Business Development

Jim joined Unitas Financial Services in November of 2018 as a Vice President 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. After his time in the Army, Jim sold commercial real estate and worked as a mortgage banker. Jim currently resides in Arvada, CO with his wife and enjoys traveling, hunting, backpacking, and cheering on the Army football team in his free time. 



Allen Moss Unitas Financial Services
 1-800-461-9224 x1023

Allen Moss

VP, Regional Business Development

Allen joined the Unitas Financial Services team in October of 2019 as a Vice President of Regional Business Development. Allen is a graduate of the United States Military Academy at West Point with a major in Mathematics. After graduating from West Point, Allen spent time at Schofield Barracks, Hawaii as an Infantry Officer. Following that assignment, Allen was selected to join the 75th Ranger Regiment at Fort Benning, Georgia, where he served as the Reconnaissance Company Operations Officer. Allen currently resides in Columbus, Ohio, and enjoys traveling, the outdoors, sports, and reading.



Why Unitas Financial Services?

Our Mission

At Unitas, we know that community banks, credit unions, and investors 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.

Our Values

We value honesty and integrity, vast product knowledge, and maintaining long-term collaborative partnerships with our clients.

How we move our mission forward every day:

We respond quickly; we do what we say we will do, we exceed expectations, we are always learning, we value our relationships with each other and our customers, and demonstrate that daily to our colleagues and customers.

What you Get From Us

  • Comprehensive portfolio protection programs customized for your exact needs
  • Insurance and financial products that help community banks, credit unions, and investors become more efficient, increase revenue, manage risk, and improve their customer experience.
  • Comprehensive training
  • Dedicated claims manager that will advocate for your claim from start to finish
  • The most responsive customer service in the industry
  • Dedicated Customer Success professionals
  • Key people with extensive lending experience and education
  • A community-minded partner

Click here to learn more about the World's Simplest Portfolio Protection for  Lenders

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