Plan Your Financial Future

Exclusive Member Financial Services

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Retirement Services

  • Planning assistance
  • Retirement plan rollovers
  • Individual Retirement Accounts (IRAs)
  • Rollover IRAs
  • Roth IRAs
  • Spousal IRAs
  • Traditional IRAs

Financial Management

  • Developing achievable goals
  • Creating a savings and investment plan
  • Protecting financial security
  • Building net worth
  • Managing wealth
  • Creating income from assets

Insurance Services

  • Disability income
  • Life
  • Long-term care

Education Planning & Funding

  •  Planning assistance
  • Education savings accounts
  • 529 savings plans
  • Coverdell education savings accounts
  • Roth IRAs
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Investment Management

  • Comprehensive analysis and financial planning
  • Retirement and estate transfer planning
  • Personal trust services**
    • Living trusts
    • Retirement plan trusts
    • Trusts created under wills
      • Currently not available in all credit unions.
  • Legacy planning**
    • Charitable giving strategies
    • Estate settlement
    • Executor services
  • Executive services
    • Employee stock options
    • Loans
    • Restricted/controlled stock sales

** Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please seek appropriate legal counsel.

Annuities

  • Variable Annuities
    • AIG
    • Allianz Life
    • AXA Equitable
    • Brighthouse Life
    • Jackson National
    • Lincoln National
    • MEMBERS® Variable Annuities*
    • Nationwide Life
    • Pacific Life
    • Protective Life
  • Income Annuities
    • MEMBERS® Income Annuities*
  • Fixed/Indexed Annuities
    • Allianz Life
    • American Equity
    • American General
    • American National
    • Athene
    • CMFG Life
    • Great American Life
    • Integrity Life
    • Jackson National
    • Lincoln National
    • Midland National
    • Nationwide
    • Pacifi c Life
    • Protective Life
    • Reliance Standard
    • Standard Insurance
    • United of Omaha

* Issued by Transamerica Life Insurance Company

* Issued by CMFG Life Insurance Company Additional annuity products are available. Products may not be available in all states.

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Investments

  •  Mutual Funds
    • American Funds
    • Franklin Templeton
    • Invesco
    • Madison Funds®
    • Oppenheimer Funds
    • Pacifi c Life Funds
    • PIMCO
    • Putnam Investments

Additional mutual funds are available.

  • Bonds
  • Options
  • Stocks
  • Structured Products
  • Unit Investment Trusts

Insurance

  • Life Insurance
    • Joint and Survivor Life
    • Term Life
    • Universal Life
    • Variable Universal Life
  • Whole LifeProviders include:
    • John Hancock
    • Liberty Mutual
    • MEMBERS® Life Insurance*
    • Nationwide Life
  • Long-Term Care Insurance
    • Genworth
    • Mutual of Omaha
  • Disability Income
    • Assurity Life
    • Illinois Mutual
    • Fidelity Security
    • Principal

*Issued by CMFG Life Insurance Company

Products may not be available in all states. 

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Managed Accounts

  • CUNA Mutual Strategic Portfolios
  • Assetmark, Inc.
  • FTJ Fund choice

Real Estate Investment Trusts (REITs)

  • Hines Real Estate Company

*MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-3188197.1-0820-0922