Investment Services

Solutions for every stage in life.

investment services

Educators Investment Services available through CUNA Brokerage Services, Inc. (CBSI).

Educators Investment Services provides the following investment services for your convenience:

Upcoming Webinars

Educators Investment Services is hosting several upcoming webinars to help you learn more about financial planning. A full list of upcoming events is listed below. Space is limited, so be sure to sign up as soon as possible.

  • ROLLOVER PLANNING

    November 30 at 6 p.m. CST

    Often when people change jobs or prepare for retirement, they need to make decisions on their retirement plans and pensions. In this virtual seminar, you’ll learn some of the rules we need to follow and the options available.

    Reserve your virtual seat.

     

  • INCOME FOR LIFE: GUARANTEEING RETIREMENT INCOME TO LAST A LIFETIME

    December 7 at 6 p.m. CST

    You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Reserve your virtual seat.

    Reserve your virtual seat.

About Investment Services through CUNA Brokerage Services, Inc. (CBSI)

The Investment Services program is offered through CUNA Brokerage Services, Inc. 1, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. CBSI is a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com. Check the background of this firm on FINRA’s Broker Check.

  • investment services team

    Financial professionals and one-time transactional services

    Whether you want hands-on advice or one-time assistance, CBSI Financial Professionals can help you. CBSI Financial Professionals understand your objectives and can set you on a path to help you reach your goals. No matter your financial situation, you can rely on them for professional financial advice based on your unique needs.

  • older couple sitting on couch

    Retirement and Social Security planning

    Whether you need advice on how to plan for your retirement forty years from now or how to make the best of your existing nest egg, CBSI Financial Professionals can help you determine what earnings you can expect from Social Security, advise you on the most appropriate retirement savings account for you, project your estimated retirement income, and help you determine how much to withdraw.

  • young woman with backpack

    College planning

    Whether you’re investing for yourself or your child, CBSI Financial Professionals can help you manage your college savings. They can help you make sure your hard-earned dollars are invested in the right place to help with the rising cost of tuition.

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    Insurance advice

    Find out which insurance policies are best suited to protect your family in the case of a loss or extended illness. From term to permanent, CBSI Financial Professionals can help you find the insurance that will protect your family’s future.

Disclosures

1Educators Investment Services Financial Professionals 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, 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. The Educators Investment 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

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