954.745.2400 |US Toll-Free: 800.230.0200
We Florida Financial, P.O. Box 14548, Fort Lauderdale, FL 33302
Exclusive Member Financial Services
Retirement Services
- Planning assistance
- Retirement plan rollovers
- Individual Retirement Accounts (IRAs)
- Rollover IRAs
- Roth IRAs
- Spousal IRAs
- Traditional IRAs
Financial Management
- Developing achievable goals
- Creating a savings and investment plan
- Protecting financial security
- Building net worth
- Managing wealth
- Creating income from assets
Insurance Services
- Disability income
- Life
- Long-term care
Education Planning & Funding
- Planning assistance
- Education savings accounts
- 529 savings plans
- Coverdell education savings accounts
- Roth IRAs
Investment Management
- Comprehensive analysis and financial planning
- Retirement and estate transfer planning
- Personal trust services**
- Living trusts
- Retirement plan trusts
- Trusts created under wills
- Currently not available in all credit unions.
- Legacy planning**
- Charitable giving strategies
- Estate settlement
- Executor services
- Executive services
- Employee stock options
- Loans
- Restricted/controlled stock sales
** Representatives are not attorneys. For legal questions, including discussions of trust and estate planning, please seek appropriate legal counsel.
Annuities
- Variable Annuities
- AIG
- Allianz Life
- AXA Equitable
- Brighthouse Life
- Jackson National
- Lincoln National
- MEMBERS® Variable Annuities*
- Nationwide Life
- Pacific Life
- Protective Life
- Income Annuities
- MEMBERS® Income Annuities*
- Fixed/Indexed Annuities
- Allianz Life
- American Equity
- American General
- American National
- Athene
- CMFG Life
- Great American Life
- Integrity Life
- Jackson National
- Lincoln National
- Midland National
- Nationwide
- Pacifi c Life
- Protective Life
- Reliance Standard
- Standard Insurance
- United of Omaha
* Issued by Transamerica Life Insurance Company
* Issued by CMFG Life Insurance Company Additional annuity products are available. Products may not be available in all states.
Investments
- Mutual Funds
- American Funds
- Franklin Templeton
- Invesco
- Madison Funds®
- Oppenheimer Funds
- Pacifi c Life Funds
- PIMCO
- Putnam Investments
Additional mutual funds are available.
- Bonds
- Options
- Stocks
- Structured Products
- Unit Investment Trusts
Insurance
- Life Insurance
- Joint and Survivor Life
- Term Life
- Universal Life
- Variable Universal Life
- Whole LifeProviders include:
- John Hancock
- Liberty Mutual
- MEMBERS® Life Insurance*
- Nationwide Life
- Long-Term Care Insurance
- Genworth
- Mutual of Omaha
- Disability Income
- Assurity Life
- Illinois Mutual
- Fidelity Security
- Principal
*Issued by CMFG Life Insurance Company
Products may not be available in all states.
Managed Accounts
- CUNA Mutual Strategic Portfolios
- Assetmark, Inc.
- FTJ Fund choice
Real Estate Investment Trusts (REITs)
- Hines Real Estate Company
*MEMBERS Financial Services Advisors 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 financial institution to make securities available to members. 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.
FR-3188197.1-0820-0922