Insurance

Provide for your loved ones

Plan for long-term health expenses

You can't put a price on peace of mind

Every day you focus on providing for your family. But what happens when you're unable to? Insurance policies are designed to help your loved ones when you're gone, and Sal Guerrero, VP of Wealth Management and Education First Financial Group Representative, will explain your options. He'll make sure you round out your financial portfolio with the right coverage.

Insurance options for Southeast Texas families

Protecting your family's financial interests is one of the most important things you can do for them. Sal will explain all of your options and help you determine which policy types and coverage levels are most beneficial to you and your family.
  • Life Insurance: We'll help you navigate your options between Term Life Insurance (5- to 30-year periods) and Whole Life Insurance, which covers you for life and accumulates cash value accessible as a loan or through withdrawals.
  • Long-Term Care Insurance: Protect your savings and prepare for the long-term care expenses that Medicare usually doesn't supplement. Plan ahead today by choosing from a variety of coverage and benefits, including benefit periods, elimination periods, maximum benefit payouts and inflation protection.

Our Investor Connection site provides more information about our insurance services.

Check the background of this investment professional on FINRA's BrokerCheck.

*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. Non-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. The Representative may also be a credit union employee that accepts deposits on behalf of the financial institution.

FR-1684836.1-0117-0219