Insurance and Protection
Our partners at CUSO Financial Services, L.P. (CFS*) will ensure your family has a sound financial future long after you’re gone.
Asset protection
Various policy choices
Insurance planning strategies
Feel Confident About Your Family’s Future
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.
Ready to talk about your insurance options?
Fill out the contact form below and a CFS* financial advisor will be in touch soon. If you have a preference for phone or email communication, please let us know in the comment section.
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* 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. Financial Advisors are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
** Learn more about the compensated referral arrangement between Amplify and CUSO Financial Services, L.P., on the marketing disclosures page.