Wherever you happen to be in life, the RCU Investment & Insurance Team can help you fulfill your financial goals.

The professionals in the RCU Investment & Insurance Team have options for your financial future. From basic savings to long-term retirement savings, we offer smart ways to prepare you for whatever the future has in store.

Considering an IRA?

Putting money into an IRA may have potential tax savings. Choose between a Traditional CD IRA or a Mutual Fund IRA. They both give you the same IRS tax benefits.* Mutual Fund IRAs offer better historical growth than their CD counterparts and can be custom-made to match your retirement timeline as well as your risk tolerance. We offer both Traditional IRAs and Roth IRAs.

*Please consult your tax advisor for tax deductibility. Traditional CDs are insured by the NCUA and offer a fixed rate of return, where as both the principal and yield of investment securities in particular mutual funds will fluctuate with market conditions.

Individual Retirement Programs
   RCU Investment and Insurance Services offers
   mutual funds, tax & deferred annuities, IRAs, and
   more. We can also help you roll over your
   retirement plan into a new pension or IRA.
Life, Disability, and Long-term Care Insurance
   We are dedicated to helping you get the coverage
   you need to protect yourself, your family, and
   your business.
Business Retirement Plans
   SEP and Simple IRAs are easy to establish and
   give small business owners and the self-employed
   an affordable retirement plan without a lot of work.
   We also offer Executive Compensation Plans for
   larger companies.
Estate Arrangements
   A well-designed estate allows you to reduce federal
   estate taxes, avoid unnecessary probate expenses,
   designate who receives your assets, protect your
   beneficiaries, and safeguard your assets (consult
   an estate planning professional).
Business Continuation Solutions
   Our representatives will work with you to protect
   your family and the business you’ve worked so
   hard to build. Prepare today to assure a smooth
   transition and protect your family’s financial future.

Request more information.

Investments:

Are not NCUSIF insured.

May lose value.

Are not credit union guaranteed.

Are not a deposit.

Are not insured by any federal government agency.

Investment and Insurance Products can be purchased or sold through a Registered Representative of Financial Network Investment Corporation. Brokerage services are provided by Financial Network, a registered broker/dealer and member of SIPC.

Financial Network and RCU are different companies. Financial Network is not an affiliate of RCU.