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| Investments, Planning and Protection
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We make available to you a wide variety of investment services to suit your needs.
You have access to a wealth of online tools, educational articles and personalized face-to-face service through MECU Investment Advisors. From self-directed investment options to one-on-one assistance with investment planning, we're here to help you live comfortably.
An MECU Investment Advisor can help you work toward your financial goals with options tailored to your individual needs. The MECU Investment Center is packed with online tools and investment services to help you make good decisions. Online brokerage services offer a wide array of products, services, and tools to help select the securities that are right for you. Through MEMBERS Folio* you can buy stocks, no-load mutual funds and other securities at one time. Or, buy custom baskets of up to 50 securities (folios) in one simple transaction--much like a mutual fund. Our 5-minute financial snapshot will show your current financial position, how much you will need for retirement, and how much life insurance you need. Our online education center provides you with a vast amount of information and articles concerning your financial well-being. Our long term care protection can help protect your assets and help with the costs of services beyond traditional medical care and nursing care if you have a disability or chronic illnesses. Our retirement roadtest can help you on the road to retirement. Trust services can help you with tax savings strategies, estate settlement, asset management services, charitable giving, life insurance trusts and more.
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, D/B/A MECU Investment Advisors, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. 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. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
*©2009 by FOLIOfn, Inc. FOLIOfn is a registered trademark of FOLIOfn, Inc. All Rights Reserved. FOLIOfn products and services are covered under U.S. Patent numbers 6,601,044; 6,996,539; 7,110,971; 7,117,176 and related applications. Securities products and services offered through FOLIOfn Investments, Inc. Member FINRA/SIPC. FOLIOfn Investments, Inc., is a member of SIPC (Securities Investor Protection Corporation) which protects securities of its members up to $500,000 (including $100,000 claims for cash). An explanatory brochure is available upon request or at www.sipc.org. In addition, FOLIOfn Investments, Inc., has purchased additional securities protection from London insurers with an aggregate limit of $50 million, further limited to a combined return to any customer from SIPC and London insurers of $10 million. This coverage does not protect against loss of the market value of securities.
FR080805-C231
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Self-help and Resources
