Prospera Credit Union

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    • 1. Meet With an Insurance Expert
    • 2. Confirm & Submit

Insurance products are offered and serviced through Prospera Insurance Agencies, which is a wholly owned subsidiary of Prospera Credit Union.

If you are interested in a free consultation with one of our Wealth Investment Advisors to discuss insurance options, we welcome you to complete the form below. We will contact you directly to arrange an appointment.

All fields required unless indicated

Your Information

Membership

Appointment Information

Privacy Agreements

Full Agreement

I consent to Prospera, and its agents and representatives, collecting, using, and disclosing my personal information provided in connection with this Application, and any changes or additions to this information provided in the future, for the purposes of:

  1. providing me, or a third party for whom I am acting, with Prospera products and services that I have applied for or may apply for in the future and providing information to suppliers of products and services to me or Prospera in connection with providing these Prospera products and services;
  2. understanding my needs and determining the suitability of products and services for me; determining my eligibility for these products and services;
  3. establishing my identity; verifying information provided by me with third parties including my employer and other financial institutions, verifying information provided by third parties; administering the Account; and making sure my records are kept separate from others with the same name;
  4. protecting me, a third party for whom I am acting, or Prospera from error and fraud such as identity theft;
  5. collecting a debt owed to Prospera;
  6. transferring or selling Prospera assets, such as in an acquisition, merger, loan syndication, securitization of loans, or sale of loans;
  7. complying with legal requirements, including money laundering laws and regulations.

I consent to Prospera, and its agents and representatives, disclosing my personal information to:

  1. suppliers of products and services to me or Prospera, including data service providers, cheque printers, card manufacturers, affiliates of Prospera, provincial or national central Prospera or trade associations, in connection with providing and administering my Account and other products and services provided to me, or a third party for whom I am acting;
  2. participants in the payment and clearing systems in connection with providing or administering my Account and other products and services provided to me or a third party for whom I am acting, and to other financial institutions that I request pay cheques drawn on Prospera;

If there is more than 1 Applicant, I consent to Prospera disclosing information about the Account as instructed by either/any 1 of the Applicants.

If you have questions about the collection, use and disclosure of your personal information by Prospera, please contact us.

Full Agreement

I consent to Prospera sending commercial electronic messages to me for marketing purposes, including providing me with information about products and services and special promotions that may be of interest to me or sending research surveys, invitations, or newsletters to me.

I understand that I can withdraw my consent at any time by contacting Prospera, and that Prospera is collecting, using and disclosing my personal information for the above purposes in accordance with its Privacy Agreement.

Prospera Insurance Agencies Ltd. provides life, disability, critical illness and long-term care insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.

Your insurance contract will provide details of the coverage available under the plan you choose. Restrictions may apply.

 
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