News from the MEMBERS Financial Services Program

 

Questions and Answers
A Message from the MEMBERS Financial Services Program

What is the MEMBERS Financial Services Program?
The MEMBERS Financial Services Program is a full-service financial advisory program located at NorthCountry Federal Credit Union.  It offers members retirement, insurance and investment services.  Our goal is to help our members achieve their financial goals for themselves and their families.

How does the MEMBERS Financial Services Program work?
Bob Antonacci, a MEMBERS Financial Services Representative, is available to meet with you to evaluate your situation, offer recommendations and coordinate your investment and insurance choices.   You may want to contact him when you:

1. Rollover your 401(k) or pension plan if you’ve changed jobs
2. Develop a savings and investment plan
3. Create a retirement income plan to approach those years with confidence
4. Manage your investments better
5. Protect your family with life insurance or long-term care insurance
6. Save for college education costs

Or, you may be looking for help in managing your entire financial situation.  Bob will help you develop a comprehensive financial roadmap that addresses all the relevant financial issues that you face.

Can the MEMBERS Financial Services Program help me with retirement planning?
Yes, whether you are already retired, getting ready to do so or are just beginning to save for retirement, our program has sophisticated planning software and a wide array of investment products to help you fund the retirement lifestyle you’re seeking.  We believe everybody has a unique vision of his or her retirement years and we help you manage your money to support that vision.

How do I get started?
To set a no-cost, no-obligation appointment, call Bob Antonacci, the MEMBERS Financial Services Representative, at (800) 660-3258 ext. 153 today.  Be sure to bring any documentation that will help Bob understand your situation better such as account statements, tax forms, and benefit information.  If married, it’s best that both you and your spouse attend.  Lastly, always bring an open mind and a willingness to discuss the details of your situation.

Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit 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.

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