Life Insurance, Disability Income Insurance, & Long Term Care

The Summit Retirement & 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.

Insurance is another way to both plan for the future and be protected in case of something unplanned.

Check the background of our investment professionals on FINRA’s BrokerCheck.

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Life Insurance

Life insurance provides income to beneficiaries in the event of the policyholder’s death. It offers many people peace of mind, but it can also be an important part of a retirement, estate or business plan. Term life, whole life and universal life are the three primary types of life insurance policies available.

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Long Term Care

Long-term care insurance is designed to cover extended care costs not covered by usual health insurance policies, Medicare, or Medicaid. Living assistance, therapy sessions or nursing homes may be qualified costs covered under certain plans.

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Disability Income Insurance

Disability income insurance, or “income protection,” insures the policyholder in the case that a disability prevents the policyholder from performing work duties and therefore earning income.

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Annuities

Annuities are often used to provide steady retirement income. In exchange for a particular investment or series of investments, and depending on the amount invested, an annuity guarantees income payments when you retire. The amount and frequency of the payments can be tailored to your needs.


*The Summit Retirement & 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.

The Summit Retirement & Investment Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 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.

For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

FR-3071354.1-0520-0622