WHAT OUR MEMBERS SAY
WHAT OUR MEMBERS SAY
About SchoolsFirst FCU

“The Credit Union has something for everyone, from someone who is financially savvy to a person who just needs basic services.”


– Amy C.
Member Since 2010

About SchoolsFirst FCU
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Fixed & Variable Annuities
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Fixed and Variable Annuities
Fixed and Variable Annuities

Fixed and variable annuities are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving 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.

 

CBSI is under contract with the Credit Union to make securities available to Members.

 

 

Fixed and Variable Annuities are attractive savings vehicles for those who have already maxed out contributions to an employer-sponsored savings plan. Annuities may be set up to generate a steady stream of income for life, and contributions are tax deferred until you begin making withdrawals.2

 

Fixed Annuities feature a guaranteed minimum interest rate and flexible funding and payout options.

 

Variable Annuities also provide you with the opportunity to invest in sub-accounts that may participate in the securities markets.

 

Some investors may benefit more from annuities than others. Contact a financial advisor to find out if an annuity is right for you.


Fixed and variable annuities are offered through CUNA Brokerage Services, Inc.1, a broker/dealer focused on serving credit union Members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

 

Online

Request a complimentary consultation with a financial advisor

 

Call

Call 

 

800.462.8328, ext. 4116

Monday through Friday, 9 a.m. - 5 p.m.

 

Email

 

Send an email to investments@schoolsfirstfcu.org

 

Branch

Visit

 

Any SchoolsFirst FCU branch


If you’ve already worked with one of our financial advisors and want to monitor your investments, log into Portfolio View.

Disclosures

1Financial professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the Credit Union to make securities available to Members. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee, and not an obligation of the Credit Union. 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-3438580.1-0221-0323

2Please consult a qualified tax professional for tax advice on your specific circumstances.

 

 

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