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Individuals
Credit Unions - Retirement Solutions - Employee Benefits - Income Solutions™- Retirement Plan Services- 401(k) Advisory Services- Insurance Solutions - Investment Management - Fidelity Bond & Commercial P&C Non-Profits Diplomats Business Client List |
CREDIT UNION SERVICES
Income Solutions™ The missing piece to the retirement income puzzle for your members. UNFCU Financial Advisors offers a retirement income solution for your members. By collaborating with credit unions, our goal is to deliver a solution that many members need and to also build an additional revenue source for you. Independent research suggests that there is a need for income replacement options in retirement. The structure of an immediate income annuity payment stream is one solution, but to be effective, a new lower cost delivery channel had to be developed and implemented. The result is Income Solutions™. Income Solutions™ is a web-based immediate fixed annuity purchase platform. It is focused on meeting the needs of participants in qualified retirement plans who seek a stable source of retirement income. Income Solutions provides individuals with access to an annuity program that can significantly increase their purchasing power. Important features include:
Institutional Pricing -Data shows that the monthly income received from group or institutionally priced annuities is generally higher than comparable retail quotes. Competition Among Providers - Meaningful competition among a broad group of insurance companies can help ensure individuals are optimizing their retirement income options. Please contact us for more information. |