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Business Planning, Investments & Insurance

Insurance

  • Provides peace of mind to you and your employees
  • Protects your business in the event of disasters and death 
  • Insures employees who become disabled and unable to work 
  • Product Details
  • Reviews
  • As a business owner, you want the assurance of knowing your company, your assets and your employees are protected. Truliant Financial Advisors1 will work with you to identify and secure the proper insurance coverage for your business through an array of business insurance product options. This program is offered through CUNA Brokerage Services, Inc., a broker/dealer specializing in servicing credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

    Truliant Financial Advisors Can Find the Right Insurance for You 

    Truliant Financial Advisors provide access to and advice on key person (or keyman) insurance designed to compensate your business following the death or extended incapacity of an important employee
    • They provide access to and advice on business interruption insurance, which covers the loss of income following a disaster that shutters your facility and provides protection beyond regular property insurance
    • They provide access to and advice on disability insurance (or disability income insurance) that protects employees who can't complete core functions at work and whom need paid sick leave and short- and long-term disability benefits

    Ready to Meet?

    Contact Truliant Financial Advisors to discuss a financial plan that's right for you and your business. Or feel free to visit one of our Member Financial Centers in North Carolina, South Carolina and Virginia. Truliant is committed to providing the products and services members need to strengthen their finances and improve their lives.

    (1) Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor. 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.  FR-1686268.1-0117-0219.
  • The most important feedback we get comes from our member-owners. We’re interested in hearing about your experience with Truliant’s products and services. Please provide a detailed review of your experience with this product. Our goal is to provide you with superior service, so you can focus on what really matters.
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