• CUNA Mutual Resource Center
  

CUNA Mutual

If you are looking for a licensed agent or worked with Richard Smith please call 1-800-369-2862 to speak with a licensed agent.

Trust us to guide you through life's financial journey.

Retirement, insurance and investment services for life

Just as your lifestyle and goals are different from other people, so are your financial needs. But there is one need that everyone has in common — a financial roadmap. Whether you're just beginning a family, paying for a child's education, or nearing retirement, our financial advisors are here to help. They offer individualized services and are experienced in working directly with credit union members. Their goal is to help you develop that financial roadmap for life's journey.

We can help you:

• Roll-over your 401(k)/pension plan if you've changed jobs.
• Develop a savings and investment plan.
• Protect your family with life insurance.
• Make the best retirement savings choices.
• Manage your investments.
• Plan to pay for long-term care.
• Create a retirement income plan to approach those years with confidence.

More online financial tools are available through MEMBERS Financial Services. You can check stock prices, manage your investment portfolio and more.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Trust services available through MEMBERS Trust Company. Non-deposit 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. FR020712-ADF.