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Planning, Investments & Insurance

Planning Investments & Insurance

  • Overview
  • A strong financial future requires careful planning today. Truliant Financial Advisors will help you tailor a blend of investment and insurance products that protect your most valuable assets while setting you up for financial security down the road. 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. Check the background of our investment professionals on FINRA's BrokerCheck.

    Financial Planning

    Right for you if:

    • You want smart tools and expert advice to plan for your financial future.
    • You are interested in working with a salaried financial advisor who has your best interest at heart.
    • You want a free private consultation to discuss your current financial situation and future goals.
    • You want a better understanding of multiple investment and insurance products tailored to your unique needs.

    Investments

    Right for you if:

    • You want a better understanding of multiple investment products tailored to your unique needs
    • You want flexible plans and options so you can choose what's right for you
    • You want peace of mind from a plan that strengthens your financial position

    Insurance Programs

    Right for you if:

    • You want valuable insurance coverage to protect your assets and your family 
    • You want to take advantage of special program rates, generous discounts and savings advice not available to the general public 
    • You want a better understanding of multiple insurance products tailored to your unique needs 

    Trust and Estate Planning

    Right for you if:

    • You want to create a personalized plan that protects your assets and your family  
    • You want to understand tax implications and minimize their impact on your estate and heirs
    • You want to control your estate's investment strategy to benefit your family and special interests
    • You want to avoid unnecessary probate costs and delays 
    (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-1686178.1-0117-0219.