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 still enough to cover all of 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?
It just takes a few minutes to determine if you and those you love have enough coverage. Let CUSO Financial Services, L.P. help you ensure your family is protected:
- 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
- Death of a primary income earner
- Final expenses
- Dependent income
- Family goals
- Support of parents
- Wealth transfer/preservation
To learn more about life insurance and protecting your family, contact CFS* Financial Advisor David Elster today at email@example.com or 858-805-7949.
*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. Fixed insurance products are offered through CFS Insurance & Technology Services, LLC.Go to main navigation