Page 9 - UNCLE Credit Union Products and Services

Other Services
Wealth Management
Available through CUSO Financial Services, L.P. (CFS*)
UNCLE’s Wealth Management Center is an integrated nancial planning tool that allows members easy access to nancial articles and calculators as well as the ability to book appointments with our CFS* Financial Advisor for personalized service. Whether you’re planning for your retirement, saving for college tuition, supplementing your cur- rent income, or saving to buy a home, UNCLE’s Wealth Management Center available through CFS* has solutions to help you meet your investment goals.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Invest- ment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Insurance (TruStage)
Insurance Services
We have a dedicated team of insurance professionals to bring you a wide selection of insurance products and programs to suit your lifestyle.
• TruStageTM Auto & Home Insurance Program*
• TruStageTM Accidental Death and Dismemberment Insurance Coverage.** For information and details call 855-612-7909.
* TruStageTM Auto and Home Insurance program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all states and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union.
** TruStageTM AD&D Insurance is offered by TruStage Insurance Agency, LLC and underwritten by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union.
Business Banking
Take your business to the next level.
Whether you are just starting out or have been in business for a while, nding the right nancial partner is important. We can provide customized products and services to help your business grow.
• Business Savings
• Business Basic Checking
• Business Premier Checking
• Business Money Market
• Business Certi cates
• Business Loans
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