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The Alaska USA Financial Planning & Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com
Insurance is an important part of any financial strategy and isn’t limited to life insurance. Here are a few insurance options to consider for your financial plan.
Life Insurance
Life insurance may be an important part of your retirement, estate, or business plan—or simply offer peace of mind. Life insurance provides income to beneficiaries in the event of a policyholder's death. With many different types of life insurance policies, including term life, whole life, and universal life, it is important to choose the right type of coverage for your needs.
Long Term Care Insurance
Long-term care insurance can be an important financial planning tool. It is designed to cover extended care costs that are not normally covered by health insurance, Medicare, or Medicaid. Qualified costs covered under the plan often include living assistance, therapy sessions, or nursing homes.
Disability Income Insurance
Often called "income protection", disability income insurance provides protection against the risk that a disability will prevent the insured from being able to complete the core functions of their work, and provides replacement income under such circumstances.
A financial professional will listen to your needs and goals, and then help you create a roadmap to get there.
Timing and a solid investment approach are important to any strategic investment plan. With a financial professional to help you, you don’t have to worry about going it alone.
Markets are constantly changing—sometimes up, sometimes down. A professional can help you remove emotion from the equation, so your goals stay on target.
Your overall financial health is about much more than just the stock market, and a financial professional can show you how to manage your goals no matter what milestone is happening in your life.
Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning & Investment Services, 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-3878557.1-1021-1123 Exp. 11/20/2023
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