Various policy choices
Insurance planning strategies
It's never too early to plan for the unexpected. Making sure your family has a sound financial future after you're gone is easy. Our CFS* Advisors take the time to understand your situation and help you pick the right plan.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.