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, Vice President, 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.

*Education First Financial Group Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. 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. 
**Representative is neither a tax advisor nor attorney. For information regarding your specific tax institution, please contact a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney. 

FR-2136358.1-0518-0620