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Financial Planning > Behavioral Finance

Sunshine State Financial Institution Turns To IFMG

By Staff Writer

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A large Miramar, Fla., credit union has asked a Purchase, N.Y., distributor to run its investment and insurance sales program.

The distributor, Independent Financial Marketing Group Inc., says it will be offering customers of the credit union, Eastern Financial Florida Credit Union, mutual funds, annuities, 401(k) plans and other wealth management and retirement planning products.

Eastern Financial was founded in 1937 as the credit union for Eastern Airlines. It now serves employees at 950 member companies and 215,000 individual members.

The credit union has $2.4 billion in assets and 27 branch offices in South Florida and the Tampa, Fla., area.

IFMG is a unit of Sun Life Financial Inc., Toronto.

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