Kohler Credit Union has partnered with MEMBERS Financial Services to provide a variety of insurance and investment options. A representative will work with you to create a program suited for your specific needs.
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- There are more choices than ever before for investing. Members need to have help in determining which products are suited for their needs.
- Retirement Planning – Depending on where members work, there are a wide variety of retirement programs that are available. Unfortunately, employer provided programs alone may not provide enough money for retirement. The MEMBERS Financial representative can help our members to be prepared.
- At different points in their lives, people have different financial objectives. When a member works with a financial professional that they trust it is easier to reach these goals.
Some of the different investment products that are available through a MEMBERS Financial Services Representative include:
- Financial Analysis
- Investments (including Mutual Funds & General Securities Trading)
- Insurance Products (including Life & Long-Term Care)
- Annuities (including Fixed & Variable)
- Individual Retirement Accounts & Tax Sheltered Annuities
| Features | Benefits |
| Variety of investment tools | More options for the members. The MEMBERS Financial Services Representative will work with the member to come up with the appropriate mix of products for their situation. |
| Financial professional | Because of the many different products, members need to be able to work with someone they can trust. A professionally trained representative can better explain the risks and rewards of each investment option. |
| Endorsed by Kohler Credit Union | Because of the variety of financial products that are available, there is a potential for unscrupulous individuals to take advantage of people. Although Kohler Credit Union is not directly involved with the products, Kohler Credit Union members can rest assured knowing the representative works for a reputable company and can be trusted. |
| No cost, no obligation first appointment | Kohler Credit Union members can meet with the representative to make sure they are comfortable before committing to the program. |
| Individual consultations | Working together, the representative will come up with a program suited for your needs, and it will be thoroughly explained. |
While there are many great investment opportunities available, Kohler Credit Union members need to be aware of the risks since deposits through the MEMBERS Financial Services are not federally insured – unlike deposits made with Kohler Credit Union. This is one of the reasons that members meet with a MEMBERS Financial Services representative before making the investment.
Representatives are registered through, and securities are sold through, CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50877, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. CBSI is a registered broker/dealer in all fifty states of the United States of America.
Kohler Credit Union.
