Insurance from Advantis
Advantis Insurance Services**
(available through CUSO Financial Services, L.P.)
Life | Long-Term Care | and more
Our Wealth Management team (available through CFS*) offers a variety of insurance options to protect your family and assets, including:
- Term Life Insurance
- Long-Term Care Insurance
- Whole Life/Permanent Insurance with various investment options
- Business Owner Insurance to ensure efficient transfers
Or call 503-785-2574 to speak to a financial advisor (registered through CFS*) today!
**Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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