Preservation & Protection

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Provide for Your Loved Ones

You know the importance of planning for the unexpected. Life insurance and Long-Term Care plans can help ensure funds are available to your loved ones for:

  • Long-term care assistance
  • Debt repayment
  • Family financial support (primary income, education, retirement, etc.)
  • Final expenses
  • Wealth preservation

Life Insurance

Ensure that your loved ones are financially provided for in the event of the unexpected. We offer term and permanent life insurance products from some of the industry’s leading insurance companies.

Long-Term Care

This coverage can help cover the cost of assisted care that is not generally covered by health insurance, Medicare and Medicaid, such as nursing homes, assisted living, at-home, hospice and Alzheimer care.

It takes just a few minutes to identify if you and those you love have enough coverage, let us help ensure your assets and family are taken care of. Contact the CFS team to schedule a complimentary, no-obligation appointment.

Resources to Help You Plan:

Life Insurance Planning Calculator

Enter estimated income needs and available resources and we’ll tell you how much life insurance you may want to purchase.

Life Insurance Awareness Webinar

This on-demand webinar will explain life insurance and why it’s important to safeguard your loved ones. 

Understanding Long-Term Care Webinar

This on-demand webinar will explain Long-Term Care, why you or your loved ones may need it, and review available options.

1Non-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. Atria Wealth Solutions, Inc. (""Atria"") is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria's subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. Fixed insurance products are offered through Next Financial Insurance Services Company.

CFS Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.