Broker Check

Insurance

The insurance market is vast and ever-growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same cookie-cutter protection solution.

Our financial advisors can help with:

Long-Term Care Insurance

Most health insurance plans don’t cover extended care services, and Medicare covers only short stays in nursing homes or limited at-home care under strict conditions. For these reasons, many people seek long-term care insurance.

Disability Insurance

Disability insurance can serve as the cornerstone of individual and business income and expense protection, replacing part of your income that you would lose should you be unable to work due to an illness or injury.

Business Planning and Key-Person Insurance

Business planning and key-person insurance helps you and your business determine planned solutions. Know what to do if key people in your business have an accident and/or what will happen to the business when the owner retires.

Or check out some of our self-serve insurance options:

Life Insurance

Depending on the coverage, certain life insurance policies can provide a family financial security, a retirement income stream, and/or cash value you can use when you need it. To learn more about term or whole life insurance, please see our life insurance section.

Life Insurance

Accidental Death & Dismemberment Insurance

One of the exclusive benefits of credit union membership is $1,000 of no-cost TruStage Accidental Death and Dismemberment insurance (additional coverage may be purchased as well). For more details, please see our AD&D insurance section.

A D & D Insurance