MEMBERS Financial Services* Program Coming to Alliant Credit Union
February 12, 2009 | Alliant Credit Union
Alliant Credit Union has announced that they have chosen CUNA Brokerage Services, Inc. as the financial advisory services partner in the interest of serving the needs of their members. Designed exclusively for credit union members, and to be located directly within the credit union space at Alliant locations in Chicago, Illinois and San Mateo, California, CUNA Brokerage Services, Inc. is a full-service financial advisory program providing retirement, insurance and investment services to individuals. CUNA Brokerage Services, Inc. is a division of CUNA Mutual Group.
Products and services provided by CUNA Brokerage Services, Inc., through the MEMBERS Financial Services program, will include; Retirement Planning, Wealth Management, Mutual Funds, Education Funding, 401(k)/Pension Rollovers, Life Insurance, Long-Term Care Insurance, as well as various other offerings designed around the needs of the credit union's members.
The program works in cooperation with Alliant Credit Union and complements the products and services the credit union makes available to its members. "Our goal has always been to be a true, trusted partner and advocate for our members," commented Alliant President & CEO David Mooney. "Together, with CUNA Brokerage Services, Inc., we can provide a total package to help our members realize their full financial potential."
The MEMBERS Financial Services program will be staffed with experienced financial advisors, available to meet with individuals to evaluate their financial situation, offer recommendations and help coordinate their investment and insurance choices.
"Be assured," continued Mr. Mooney, "that the MEMBERS Financial Services financial advisors will serve you with the same personalized attention you've come to expect from our credit union."
For more information, contact Alliant's Director of Marketing & Member Communications, Joe McGowean at (PH#) 773-462-2070 or via e-mail at:
*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/ SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America.
Alliant Credit Union, founded in 1935, is a not-for-profit, independently operated financial cooperative serving over 140 employee groups with more than 234,000 members and over $ 5.8 billion in assets, making it the largest credit union in Illinois, and the eighth largest in the nation, based on asset size.
As a member-owned financial institution, Alliant exists to foster members' financial well-being and to serve their best interests. Alliant is headquartered in Chicago, Illinois at 11545 W. Touhy Avenue and is an Illinois-chartered credit union, and as such, is under the supervision of the Illinois Department of Financial and Professional Regulation. Alliant is an equal housing lender and federally insured by the National Credit Union Share Insurance Fund, which is administered by the National Credit Union Administration, an independent agency of the U.S. Government. Alliant's main telephone number is 800-328-1935.
About CUNA Mutual Group...
CUNA Mutual Group is a leading provider of financial services to cooperatives, credit unions, their members, and valued customers worldwide. With more than 70 years of experience, CUNA Mutual Group provides innovative commercial and consumer insurance and protection products to safeguard customers' assets and help find solutions for their financial needs.
CUNA Mutual Group offers services to grow long-term relationships and manage risk, with an asset management team that brings capital-market expertise to benefit customers' investments. Their vision: to be a trusted business partner who delivers service excellence with customer-focused, best-in-class products and market-driven innovation. CUNA Mutual Group is headquartered in Madison, Wisconsin at 5910 Mineral Point Road. The main telephone number is 800-356-2644.
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