We carefully chose these two organizations that specialize in investment and insurance planning so that they can help you navigate your needs and answer all your questions.
Investments, Insurance and Financial Planning
Although everyone’s situation is different, many members ask the same burning question – Will I have enough money in my retirement fund when I want to retire? It’s a valid concern considering increasing life expectancy, inflation and unpredictable markets. This is a problem we solve for our members every single day. Did you know that you can guarantee your retirement with annuity income you can’t outlive?
Our Member Wealth Management team goes above and beyond normal financial and retirement planning. We make sure there are no cracks in your financial foundation, asking the hard questions now to save you from having to make harder decisions later.
Member Wealth Management services include:
- Comprehensive financial planning
- Retirement and income strategies
- Investment analysis and portfolio allocation
- Estate planning
Investment Services Include:
- Fixed and variable annuities
- Annuity income strategies
- Traditional and Roth IRAs
- 529 plans (college savings plans)
- Individual stocks and bonds
- 401(k) and other retirement plans
- Mutual funds
Insurance Services Include:
- Life insurance
- Disability income insurance
- Long-term care Insurance
*Insurance and investment products are not products of the Credit Union and are not obligations of the Credit Union. Products and services are: Not a Credit Union deposit; not NCUA insured; not insured by any Federal Government agency; not guaranteed by the Credit Union; involves investment risk and may go down in value.
Securities, Investment Advisory and Financial Planning services offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC, 222 Central Park Avenue, Suite 1100, Virginia Beach VA 23462, 757.490.9041. Member Wealth Management and the Credit Union are not a subsidiary or affiliate of MML Investors Services, LLC and affiliated companies. CRN202104-246823
States licensed to sell insurance: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
States licensed to sell securities: DC, DE, GA, MD, NC, NJ, OH, RI, TX, UT, VA, WA
TruStage™ Insurance Products
ValleyStar Credit Union is committed to helping our members improve their financial lives – and our commitment extends beyond providing deposit and loan products and services.
TruStage is insurance the credit union way. Their products and programs are made available through TruStage Insurance Agency and offered only to credit union members. Today, more than 14 million members rely on them for products, programs, services, expertise and experience. With a commitment to dependability and a members-first philosophy, they can help you protect what matters most.
To learn more or get a quote, click on the links below:
- TruStage Auto Insurance Program
- TruStage Home Insurance Program
- TruStage Life Insurance Policies
- TruStage Accidental Death and Dismemberment (AD&D) Insurance
TruStage® Insurance products and programs are made available through TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company and other leading insurance companies. The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by any depository institution. The products purchased through insurance and warranty programs are not products of the Credit Union and the Credit Union makes no representations as to the services of any third party provider.