Financial Solutions

Specializing in 403(b) and 457 Plans Plans
A 403(b) account can be funded with different investment vehicles, come in and see one of our representatives to discuss which may be good for you."

College Planning
An education savings plan operated by a state or educational institution designed to help families set aside funds for future college costs.

401k Plans
A 401(k) is a feature of a qualified profit-sharing plan that allows employees to contribute a portion of their wages to individual accounts. Elective salary deferrals are excluded from the employee’s taxable income (except for designated Roth deferrals). Employers can contribute to employees’ accounts. Distributions, including earnings, are includible in taxable income at retirement (except for qualified distributions of designated Roth accounts).

Life Insurance as a Retirement Asset
Reach your retirement goals with life insurance. Let us show you a strategy how life insurance can be used as a retirement asset that can complement your 401k, profit sharing, define benefit and IRA plans that can:

  • Provide financial flexibility
  • Provide growth potential with downside protection
  • Tax preferred cash-value growth
  • Tax-advantage distributions
  • Tax-free debt benefit
  • Provide a tax advantage

Disability Insurance
What would you and your family do without a paycheck? Now, more than ever, you need to protect your most valuable asset - your income in the vent that you are too sick or hurt to work. Disability Insurance provides for your financial future. Protecting your income isn't out of reach.

 




CUFIG provides advice and services in almost all areas of insurance. Click learn more to contact us today.

   

Critical Illness Insurance
Critical illness policies will pay you a lump sum upon first diagnosis of a covered condition. You can use the cash payment however you want. A critical illness, such as a heart attack, stroke, cancer, or other serious condition often comes with no warning. Are you and your loved ones financially prepared if this happens to you? Talk to us on how we can assist you to protect you and your family from a devastating illness.

Medicare Insurance
We are contracted with the major insurance companies that offer Medicare Supplement and Medigap policies. We are contracted with over 75 major insurance companies to offer life, disability, Long term care, final express, critical illness and Medicare policies.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Information and interactive calculators are made available to you as self-help tools for your independent use. We can not and do not guarantee their accuracy or their applicability to your circumstances. The information provided here is to assist you in planning for your future. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that we encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Any rate of return entered into the interactive calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time and generally the higher the rate of return the higher the degree of risk.

*Securities and Registered Investment Advisory Services offered through GWN Securities, Inc. A Registered Investment Advisor. 11440 N Jog Road, Palm Beach Gardens, FL 33418 Member FINRA and SIPC. CU Insurance Group (CUFIG)/ABCO Federal Credit Union/Ebcon Insurance Group and GWN Securities, Inc. are non-affiliated companies.

Investments are not FDIC or NCUA Insured and May Lose Value.
No Bank or Credit Union Guarantee.