The Family Security Plan®

    Providing the foundation for a secure future

    Through a partnership with The Family Security Plan®, Smart Financial Resources is pleased to offer supplemental insurance products customized to meet the needs of each member’s lifestyle and budget. The Family Security Plan® provides cost effective, convenient ways for members to acquire additional financial security for their families in the event of an unexpected death, disability, critical illness or accident.

    Whole Life Insurance:
    Provides you a way to safeguard your family’s future in the event that you were no longer there to care for them. Benefits can help your family compensate for lost income while assisting in bill payment.

    Disability Income Insurance:
    Provides you with a convenient and affordable way to ensure your income and protect your lifestyle in the event of a disabling injury or illness.

    Critical Illness Insurance:
    Protects your savings by providing you a lump sum benefit upon the first diagnosis of a covered critical illness. You will automatically be enrolled in Best Doctors® to ensure you receive the best in medical guidance.

    Accident Insurance:
    Helps pay for the unexpected expenses resulting from an accident; benefits above and beyond what your health insurance plan pays. Let Accident Insurance help take care of the bills so you can take care of each other.

    To learn more about any of The Family Security Plan® products, please visit For a personal consultation visit your dedicated Family Security Plan representative in the Smart Financial Credit Union Lobby or call us at (800) 990-7890 x2202.