Investment & Retirement Products
Brought to you by the MEMBERS Financial Services Program located at Sandia Laboratory Federal Credit Union
The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. A MEMBERS Financial Services advisor located at SLFCU can help you achieve your financial goals by providing additional information about these investment and retirement products. They can assist you with any questions you may have.
Call 505.293.0500 or 800.947.5328 x3930 for a no-cost, no-obligation appointment or contact an advisor online.
To learn more about the background of your financial advisor and the firm they work for, visit BrokerCheck by FINRA.
401(k) PENSION ROLLOVERS
A rollover occurs when moving funds from a former employer's plan. An advisor can help guide and facilitate the transfer of holdings from one retirement plan to another and discuss the pros and cons of the options available*.
There are several types of IRAs: Traditional IRAs, Roth IRAs, SIMPLE IRAs, and SEP IRAs. IRAs can consist of a range of financial products such as stocks, bonds or mutual funds. An advisor can help you determine which type of IRA is right for you, and can help open and manage IRA accounts.
STOCKS, BONDS & MUTUAL FUNDS
An advisor can help you understand the nuances and benefits of stocks, bonds, and mutual funds, and can help you build a diverse investment portfolio that meets your needs.
An annuity can provide tax-deferred growth, then pay out a stream of payments at a later point in time. An advisor can assist in creating and maintaining annuities while going over a range of benefits to transfer risk, including living and death benefits.
LONG TERM CARE & LIFE INSURANCE
Advisors can help acquire coverage that provides nursing-home care, home-health care, or personal or adult day care. LTC insurance offers more flexibility and options than many public assistance programs.
*Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options, and other important aspects between your employer-sponsored retirement account and an IRA. MEMBERS Financial Services Advisors are registered representatives of CUNA Brokerage Services, Inc.
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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-2085678.1-0418-0520Go to main navigation