ConnectingU Fall 2018 Newsletter Fall 2018 (Online Layout)_FINAL | Page 3

INTRODUCING...
Wealth Management *
*Available through CUNA Brokerage Services, Inc.
Financial planning is an important element in
achieving financial goals, and we also understand
that the term financial planning means something
different to each person depending on their
stage in life. To help our members achieve their
goals, we’ve made UCU Wealth Management
services available to our members. The UCU
Wealth Management program is offered through
CUNA Brokerage Services, Inc.*, a broker/dealer
focused on serving credit union members. CUNA
Brokerage Services is an affiliate of CUNA Mutual
Group.
Whether you’re planning for retirement, paying
off debt, getting married, or saving for a child’s
education, everyone can benefit from good
financial planning services and tools.
401(k) / Pension Rollovers
Retirement Planning
Education Funding
Mutual Funds
Life Insurance
Long-Term Care Insurance
Wealth Management
Ask during your next branch
visit or call 800.696.8628
*UCU Wealth Management Advisors 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. CBSI is under contract with the financial
institution to make securities available to members. Trust services available through MEMBERS Trust Company. 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.