CrossState Credit Union Association
In partnership with
MedVía

CrossState and MedVía

Free Medicare guidance for your members. Revenue for your credit union.

Every day, 11,000 Americans turn 65. CrossState and MedVía now make sure no credit union member faces that decision alone, at no cost and no staffing lift to your credit union.

Two ways to participate

Estimated annual program revenue is based on membership and a conservative program penetration.

Early adopter bonus: join by December 31 and add 1% to your tier, locked for the life of the program.

Standard

4%

The credit union provides its member file and approves materials. MedVía does everything else.

Select your credit union to see this estimate.

Engaged

5%

Standard, plus the program on your website, in your member communications, and QR codes in your branches.

Select your credit union to see this estimate.

Either way, the program is free: no cost, no staff, no technology lift. Tier reflects engagement, not payment.

Live in 16 days

Cross Valley Federal Credit Union, from signature to the first branch day.

September 1Signed
September 11Staff briefed
September 17Publicly live
October 1First branch day
Cross Valley's page on their site The MedVía page for their members

“Our members have trusted Cross Valley with their financial lives for decades, and turning 65 is one of the biggest financial moments they will ever face. They should not have to figure it out alone with a stranger from a TV commercial. This program puts real guidance inside their credit union, where it belongs.”

Traci Donahue, Chief Executive Officer, Cross Valley Federal Credit Union

What members get, and what you carry

Members

  • Free guidance from licensed advisors
  • Education first, every option compared
  • Enrollment only when ready
  • A free review every year
  • By phone, online, or in branch

The credit union

  • Approves materials
  • Provides the member file
  • That is the whole job

MedVía produces everything, including the co-branded webpage, branch QR codes, staff communication, and a dedicated licensed advisor.

MedVía never connects to your core, never holds credentials, and never uses a member conversation to move deposits or accounts away from you. Written into the agreement, and it survives termination.

Book a 20 minute overview Download the Cross Valley announcement

Choose a credit union, then book the overview. Printing uses this credit union's numbers.