Help protect the financial future of your loved ones.
If you’re like most people you probably already own some life insurance. But it is still enough to cover all your needs? Have you thought about Long Term Care Insurance and Disability insurance to cover you in case you’re sick or hurt and can’t work?
Personal Needs:
- Death before loan/debt repayment can be finished
- Spouse outliving a life only pension plan
- Death before reaching personal goals the client wants funded
- Retirement funding for spouse, child’s education
- Disability Insurance
- Long-Term-Care Insurance
Family Needs:
- Death of a primary income earner
- Final expenses
- Dependent income
- Education
- Family goals
- Support of parents
- Wealth transfer/preservation
This may sound like its all gloom and doom, but it just takes a few minutes to uncover if you and those you love have enough coverage, let our CFS* Financial Advisor at First Heritage Federal Credit Union Financial Services help to ensure your family is protected.
Reviewing Your Life Insurance needs
Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade.
We can help
First Heritage Financial Services can help you develop a financial plan that aligns with your goals and help you start preparing for your future, today.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA(Opens in a new Window) / SIPC(Opens in a new Window)) and SEC 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. Investment 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.
CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional, information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results.