MT. PLEASANT, WI (September 18, 2018) — Educators Credit Union has made the switch to CUNA Brokerage Services and will make financial services available through Educators Investment Services. Designed exclusively for credit union members, Educators Investment Services is a full-service financial services program providing retirement, insurance and investment services to individuals.
Products and services provided program will include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union’s members.
The program works in cooperation with Educators Credit Union and complements the products and services the credit union makes available to its members.
“Our goal has always been to be a life-long, trusted partner for our members,” explains Educators CEO Linda Hoover. “Together, with CUNA Brokerage Services, we can provide a full-service package to help our members realize their full financial potential.”
Representatives are registered, securities are sold, and investment advisory services 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. Deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.
Educators Credit Union is a not-for-profit financial institution committed to helping people make informed financial decisions through educating and advising. We are dedicated to consistently building relationships, providing affordable financial products, and helping those we serve achieve their financial goals. Educators is open to anyone who lives or works in southeastern Wisconsin. For more information, visit ecu.com.
Shannon Huot
262.321.3599
shuot@ecu.com.
