Life Insurance Overview
Offered by Member Investment Services
Life insurance provides your family with financial protection in a time of loss and uncertainty. Our financial advisors can help you choose the coverage that best suits your family’s needs, so you’ll have peace of mind knowing that your loved ones will be financially secure after your death.
Our financial advisors are licensed insurance agents and can help you with these insurance plans:
How much coverage should I have? Which kind of insurance is best—term, universal, or whole life? If there are two wage earners, should both be covered? How do I know if the life insurance company I choose is financially secure?
Our experienced advisors can answer these important questions and many more to help you choose the policy that best fits your needs and budget. They can also assist you with a variety of investment options, whether you are planning for retirement, saving for your children’s college education, or have other financial goals.
Contact a Financial Advisor
- Discuss your needs over the phone, or schedule a consultation by calling 714/258-4000 or 800/462-8328, Monday through Friday, 9 a.m. to 5 p.m.
- Email investments@SchoolsFirstfcu.org
*Representatives are registered, securities are sold, and investment advisory services are offered through CUNA Brokerage Services, Inc. (CBSI), member
FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value, and are not obligations of or guaranteed by SchoolsFirst FCU. CBSI is under contract with SchoolsFirst FCU, through the financial services program, to make securities available to Members.
CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
CA Insurance License 0707104
