Get Your Estate Handled with Professional Help
Both Life Insurance and Long-Term Care play a vital role in estate planning and our team can provide expert to provide sufficient estate planning.
Life Insurance could be the right choice for you if you need coverage for a set time. Term insurance is typically more economical. Coverage ends when the term expires. Choose a 5-, 10-, 15-, 20- or 30-year term based on your specific needs and your vision of the years ahead.
Term Life Insurance is intended to help replace lost income and cover needs that will go away over time. It is insurance for a specific number of years. Most policies have coverage that will not change for the length of the term selected. Many proprietary content term insurance policies have an option that allows you to convert to a permanent policy without a medical exam.
Long-Term Care Insurance
Protect your savings and prepare for the long-term care expenses that Medicare usually doesn't supplement. Plan ahead today by choosing from a variety of coverage and benefits, including benefit periods, elimination periods, maximum benefit payouts and inflation protection.
Our Investor Connection site provides more information about our insurance services.
*Education First Professionals are registered representatives of CUNA Brokerage Services, Inc. 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.
**Representative is neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.