When Mike Haggerty became program manager in 2006, he began educating executives on the potential ROI of the program, and now investments are tracked as one of the six core offerings at the CU. Other efforts are as varied as creating a center for families with special-needs members, and shifting toward a younger client demographic for long-term sustainability.


Bank: CommunityAmerica Credit Union
TPM: CUSO Financial Services
Location: Lenexa, Kan.
FAs manager oversees (12/31/12): 11
LBEs manager oversees (12/31/12): 0
Team production 2012: $4.4 million
Team production 2011: $3.6 million
Team AUM (12/2012): $349.8 million
Team AUM (12/2011): $262.4 million
Avg. production per rep: $416,000 (Estimate)
Years at bank: 10
Years in industry: 15
Age of program: 11 years
Sample of products: Variable annuities, Mutual funds, Fixed/Indexed annuities
Do you decide what products are on the shelf? No

Related: The Top 20 Program Managers

Register or login for access to this item and much more

All Bank Investment Consultant content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access