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MEMBERS Financial Services: a Program Designed to Help You Achieve Financial Security!

We all strive for greater financial security. Mortgage payments, retirement, education and health care costs are all areas of increasing concern. It often seems that just saving money alone may not meet our future needs. However, a sensible program that combines savings, life insurance and investments can provide a total package.

 

With this in mind, UCU members have access to a wide range of financial management options through the MEMBERS Financial Services Program, a personal financial management service designed exclusively for credit union members. The MEMBERS Financial Services Center, located at University Credit Union, offers a variety of insurance and investment programs to complement our traditional savings program. A representative can work with you at no charge to create a personal financial blueprint to help achieve your goals. The services at the MEMBERS Financial Services Center are available at no cost or obligation to you.

Whether you're single, just married or ready to retire, you may want to see if the MEMBERS Financial Services Representative can be of assistance to you. To find out how, you can contact the MEMBERS Financial Services Representative:

E-mail a request
or
call to make an appointment
at (310) 477-6628, ext. 2309


Disclaimer: MEMBERS Financial Services Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Insurance Society Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.

FR12993274INT


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For more information, please e-mail us or call (310) 477-6628.