Beyond acquiring a desired degree of wealth throughout their lives, more and more people today are seeking one other crucial goal: stability.
The unexpected can happen at any time. ALEC Investment Advisors offers an extensive range of insurance products designed to safeguard the financial future of individuals and families.
The value of these insurance products is often best applied within the greater context of a personal financial plan, providing essential protection for you, as well as for those who may be beneficiaries of your financial legacy. At ALEC Investment Advisors, we offer:
- Life insurance (including universal and variable universal)
- Long term care insurance
- Disability insurance
These insurance products typically offer an array of choices that can help you tailor your coverage in a manner that ensures flexibility and provides the right amount of benefit for your situation.
Learn more about the insurance products available through ALEC Investment Advisors and CUNA Brokerage Services Inc.
As a credit union member, you can schedule a complimentary, no-obligation consultation with ALEC Investment Advisors to discuss your insurance and investment goals, evaluate your current investments relative to your goals, and get recommendations on what to do next. Or call 847.249.9444 or toll-free at 800.762.9988, ext. 444.
ALEC Investment 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, D/B/A ALEC Investment Advisors, 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. Trust services available through MEMBERS Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. FR-2675362.1-0819-0921