Educators Investment Services

You work hard for your money, and Educators Investment Services available through CUNA Brokerage Services, Inc. 1 (“CBSI”) can help make your money work hard for you too.

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Investment Services Team Investment Services Team

We Make Available Investment Services through CUNA Brokerage Services, Inc. (CBSI)

The 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.

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. See more by clicking this link.

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 ensure you sign up ASAP.

Three Transitions to Retirement: It’s About More Than Just the Money

June 1 at 6 p.m. CST
Are you ready to retire? We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

Social Security and Your Retirement

June 8 at 6 p.m. CST 
During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future.

Income for Life: Guaranteeing Retirement Income to Last a Lifetime

June 15 at 6 p.m. CST
Join us for a virtual session that can help you set your financial direction and answer more of your questions.

How to Weather a Bear Market

June 22 at 6 p.m. CST
When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to weather the next bear market.

Rollover Planning

June 29 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.

Helpful Resources

Account Access

Log in to your CUNA Brokerage Services account.

Meet your CBSI Financial Professional

Learn more about your CBSI Financial Professional.

Financial Calculators

Not ready for advice just yet?

Our financial calculators can help guide your financial choices.

Financial Education

Take a look at our financial guide booklets on College Planning.

More About Our Services

Financial Professional 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.

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 ever-rising cost of tuition.

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.

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.

2The 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.

FR-3609025.1-0521-0623.