Has your insurance kept up with the changes in your life? If you’re like most people, you probably already own some life insurance, but is it enough to cover your needs? It only takes a few minutes to determine if you and those you love have enough coverage.
Let a CFS Financial Advisor help to ensure your family is protected.
• Retirement funding for spouse or child’s education
• Spouse outliving a life-only pension plan
• Death before debt repayment can be finished
• Death before reaching personal goals you want funded
• Disability insurance
• Long-term care insurance
• Death of a primary income earner
• Final expenses
• Dependent income
• Education
• Family goals
• Support of parents
• Wealth transfer/preservation
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) 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.
253.383.2016
info.cfsinvest@soundcu.com
Sound Credit Union
P.O. Box 1595
Tacoma WA 98401