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Insurance & Protection
Give yourself confidence knowing your loved ones may be cared for if anything ever happened to you.
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.
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We can help you find the insurance policy that meets your needs.
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The more you know, the more prepared you'll be for your financial future.
investment
Immediate Annuities Can Provide Lifetime Income
Running out of income is a primary concern for most retirees. Immediate annuities offer a financial alternative to help meet retirement income needs by providing a steady stream of income designed to last through retirement.
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investment
Life Insurance Riders that Pay for Long-Term Care
Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance provides financial protection against the potentially high cost of long-term care.
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investment
Why I Don't Want to Buy Life Insurance
If you're like most people, it's not that you don't appreciate the value of life insurance. In fact, many people believe they need more coverage. You probably wouldn't mind owning additional life insurance. It's just that you don't want to buy it.
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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. 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.