Services: |
Products: |
|---|---|
Retirement Services |
Investments |
| - Retirement Plan Rollovers | - Mutual Funds |
| - Individual Retirement Accounts (IRAs) | - Stocks |
| - Business Retirement Accounts | - Bonds |
| - 401(k) Plans | - Options |
| - Unit Investment Trusts | |
| Insurance Services | |
| - Life Insurance | Managed Accounts |
| - Long-Term Care | - Managed Account Program |
| - Disability Income | - Lockwood Capital Management |
| Education Planning & Funding | Annuities |
| - Planning Assistance | - Variable Annuities |
| - Education Savings Accounts | - Fixed Annuities |
| - Fixed Index Annuities | |
| Wealth Management | |
| - Legacy Planning | Insurance Products |
| - Executive Services | - Life Insurance |
| - Comprehensive Financial Analysis | - Long-Term Care Insurance |
| - Disability Income | |
Financial Management |
|
| - Setting Goals | |
| - Creating Investment Plans | |
| - Protecting Financial Security | |
| - Building Net Worth | |
| - Managing Wealth | |
For more information about Choice Investment & Retirement Services CLICK HERE
or contact:
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. FR020712-ADF.
