Supporting Members Through Life Stages With StagePoint FCU

By Peacefully

Featured Speaker: Jennifer Good, Founder, Peacefully; and Tyler Valentine, CEO, StagePoint CU

Jennifer Good sits down with Tyler Valentine of StagePoint Credit Union, to discuss the critical ways credit unions can better serve their members through life's most sensitive transitions.

With nearly 25 years at StagePoint, Tyler shares his perspective on how strong member engagement begins by meeting people where they are – especially during pivotal life stages. The conversation explores how credit unions can add value by supporting estate planning and organization, and the powerful impact of offering guidance during major life events. Tyler brings real-world stories, including the experience of a member facing terminal illness and the story of a family facing financial difficulties after a loss, highlighting how credit unions can make a profound difference.

The webinar also dives into the unique challenges and responsibilities credit unions face when assisting the surviving families of deceased members. Tyler explains how StagePoint evolved its approach, the obstacles they've encountered, and how partnering with Peacefully has enhanced their ability to offer compassionate, practical support. Jennifer and Tyler discuss the feedback StagePoint has received from members and share advice for other credit unions considering similar partnerships.

Key takeaways include:

• Engaging Members Through Life Stages: Credit unions can build deeper relationships by supporting members during key life moments like marriage, moves, new jobs, illness, and loss.
• The Importance of Estate Organization: Real member stories highlight how early estate planning and organization can ease emotional and financial burdens for surviving family members.
• Supporting Families After Loss: StagePoint Credit Union share how they offer hands-on support to families of deceased members, helping navigate often overwhelming processes.
• Partnership with Peacefully: Working with Peacefully has allowed StagePoint to provide members with compassionate, structured assistance, leading to positive member feedback and increased trust.