• Investment & Retirement Planning

    investmen insurance

Sign up for the MEMBERS Financial Services Complimentary Retirement Seminars 

Take the opportunity to make the right choice about retirement and/or social security income planning. Click on a location below to register for our complimentary retirement seminars. Limited space is available.
 

2018 Dates  Branch  Topic  Time Registration Link
February 22 North Atlanta  Three Transitions to Retirement
6 pm - 7:30 pm   Register Today!
March 22 Cumming Three Transitions to Retirement 6 pm - 7:30 pm   Register Today!
March 27 Conyers Clear Direction to a Confident Retirement
6 pm - 7:30 pm  Register Today!
April 19
Athens - Gaines School Rd
Three Transitions to Retirement
6 pm - 7:30 pm   Register Today!
April 24 Dalton -  Chattanooga Ave. Clear Direction to a Confident Retirement 6 pm - 7:30 pm
Register Today!
May 17  Stockbridge Three Transitions to Retirement 6 pm - 7:30 pm Register Today! 
May 22 Decatur Clear Direction to a Confident Retirement 6 pm - 7:30 pm Register Today! 

6 pm - 7:30 pm
6 pm - 7:30 pm

MEMBERS Financial Services

Georgia United makes available the MEMBERS Financial Services Program to provide members with investment and retirement planning. The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services Inc. is an affiliate of CUNA Mutual Group.

The MEMBERS Financial Services Advisors can advise you on investment services, financial management options and a variety of insurance and investment strategies that complement our traditional, insured savings and IRA accounts. 

Please contact Andy Anderson or Andre Fix today to create a personalized financial plan to help you reach your goals. 

          

Andy Anderson, LUTCF®, CFS®, AIF®
Financial Advisor
770.476.6400 ext. 1208
andy.anderson@cunamutual.com

Supports the following branches:
Cartersville, Clarkston, Conyers, Dalton,
 Decatur, Dublin, Tucker
Andre Fix, CFS®
Financial Advisor
770.476.6400 ext. 1206
andre.fix@cunamutual.com

Supports the following branches:
Atlanta, Athens, Cumming, Duluth,
McDonough, North Atlanta, Stockbridge


Learn more about Andre

Check the background of this investment professional on FINRA's BrokerCheck. To learn more about the MEMBERS Financial Services Program located at Georgia United Credit Union, access your MEMBERS Financial Account or learn about financial solutions offered click here.

*The MEMBER Financial Services program 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 Georgia United Credit Union 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. FR-1956783.1-1117-1219.


Additional Services

At Georgia United, nothing means more to us than our members and their loved ones. Our voluntary supplemental insurance services allow you to enjoy the peace of mind that comes with knowing that Georgia United has you covered. You’ll rest easy, and so will we.

 

We offer the following types of supplemental insurance to meet your individual needs:


  • Accidental Death & Dismemberment Insurance 
    Group plan underwritten by Transamerica 

    800.843.1253

  • TruStage Auto and Home Insurance** Provides affordable top-quality protection. You could enjoy discounted rates combined with online convenience and 24/7 claims service. Get your free quote today or call 855.483.2149.

  • TruStage Term Life Insurance***   
    Group plan underwritten by CMFG - As a member of Georgia United, you may qualify for TruStage Term Life Insurance with rates that can start at just $3.65/month*. This policy from CMFG Life Insurance Company can help provide a financial safety net for your loved ones when they need it most. Learn more or call 855.612.7909 for information and details.

**TruStage® Auto and Home Insurance program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all states and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union.
AHE, AHL-1339661.1

***TruStage® Term Life Insurance is offered by TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union. *TruStage Term Life Insurance to Age 80 is made available through TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. $3.65/month is standard rate for a 29-year-old female for $5000 of coverage
DTCG-1391763.2