Wealth Advisors

Wealth Advisors*

Purchase Annuities

Maintain Assets with Annuities

Annuities are contracts with an insurance company that can help protect you against the risk of outliving your assets. Annuities provide future income in return for your contributions. You make payments and accrue interest and income over time. A “deferred annuity” allows you to accumulate funds tax-deferred and then establish a payout stream at a later date. An “immediate annuity” can provide a payout beginning immediately after an initial premium payment. Annuities offer an array of choices both during the deferral and payout periods to suit your needs and investment style.

 

Types of Annuities Available to You:

  • Fixed Annuities: Designed for more conservative investors close to retirement
  • Variable Annuities: For investors who can handle the ups and downs of the market
  • Indexed Annuities: Stable - even if the market isn’t
  • Single Premium Annuities: One lump sum can provide you steady income for life

Learn More

 

Set up a no-cost consultation

Schedule a no-cost, no-obligation consultation with Senior Wealth Advisor Craig Lundquist.

Make an Appointment

Call 651-773-2876

*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 the financial institution 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-1723849.1-0317-0419

 

Slider
2018 Holiday Hours


New Year's Day
Monday, January 1st
All locations closed.


Martin Luther King Jr Day
Monday, January 15th
All locations closed.


Presidents' Day
Monday, February 19th
All locations closed.


Good Friday
Friday, March 30th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Memorial Day
Monday, May 28th
All locations closed.


Independence Day
Wednesday, July 4th
All locations closed.


Labor Day
Monday, September 3rd
All locations closed.


Columbus Day
Monday, October 8th
All locations closed.


Veterans Day
Monday, November 12th
All locations closed


Thanksgiving Day
Thursday, November 22nd
All locations closed.


Day after Thanksgiving
All locations are open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Eve
Monday, December 24th
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


Christmas Day
Tuesday, December 25th
All locations closed.


New Year's Eve
Monday, December 31
All locations open regular business hours
Lobby - 9:00 a.m. to 5:00 p.m.
Drive-thru - 9:00 a.m. to 5:30 p.m.


New Years Day
Tuesday, January 1st
All locations closed