Financial Services from Unitus
MEMBERS Financial Services Program was designed exclusively for Unitus members to provide a variety of insurance and investment programs that complement traditional Unitus savings plans.
Our experienced and knowledgeable financial advisor, John Alexander helps members create their own individual financial road map. First he’ll help you identify your goals —then examine your options to reach them. John even monitors your progress to help you stay focused and on track.
Whether you’re a first time investor or an experienced pro, it’s never too late to start planning your financial future. John can explain your investment options, such as mutual funds, variable annuities, 401(k) rollovers, IRAs (both Roth and Traditional), as well as Long-term Care Insurance.
Unitus has also partnered with TruStage™ to provide credit union members with discounted rates on auto, home and life insurance. Learn more.
Your Financial Services Solutions:
- Investment Services*
- Affordable Life Insurance
- Discounted Auto & Home Insurance**
- Accidental Death & Dismemberment Coverage (AD&D)***
For more information please contact our MEMBERS Financial Services representative:
John is located at the Mall 205 branch but is available to meet with members at any of our branch locations. And the best part is that there's no cost (or obligation) for the services provided. Contact MEMBERS Financial Services today!
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (800) 369-2862. Nondeposit 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.
***This insurance if offered through Minnesota Life Insurance Company. This insurance is not a deposit, not federally insured and not guaranteed by Unitus Community Credit Union.