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Insurance & Investing

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Insurance & Investing

Preparing for a secure future is never more important than it is today. Whether you are a savvy investor or someone just starting out, count on our experienced investment and insurance advisors to work with you to build your wealth potential and create a comprehensive financial plan.

Investment Services1

Cornerstone Credit Union (CCU) partners with CUNA Brokerage Services, Inc (CBSI), to provide financial services and strategies  to meet a broad range of financial needs for our valued owner/members. CBSI provides a broad range of quality investment services at affordable rates:
  • Retirement planning
  • 401(k) and pension rollovers
  • College funding
  • Annuities
  • Advisory services
  • Estate planning
  • Trust services
  • Mutual funds
  • Managed accounts
Contact CBSI today for information at 800.369.2862, 7:30 a.m. - 7:00 p.m. CST.

TruStage Insurance Services2

Cornerstone Credit Union also has joined with TruStage, an experienced team of insurance professionals to bring you a a wide range of Insurance Services. Click on the links below to compare costs and benefits.
  Contact us today for more information or for a free, no obligation quote at 855.483.2149.

1 Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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. CBSI is a registered broker/dealer in all fifty states of the United States of America. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

2 Insurance products available through Members Financial Services are:

  • NOT a deposit;

  • NOT insured by the National Credit Union Share Insurance Fund, the NCUA, or any other governmental agency or deposit insurance program.

  • NOT obligations of, or guaranteed by CCU, The Hearthstone Group, Financial Services Network, or any affiliated entity.