Insurance Planning

The First Service Wealth Management program is offered through CUNA Brokerage Services, Inc.88 , a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.

Being prepared for the unexpected is a key element of any financial plan. Life insurance provides a payout after your death to the people you designate as beneficiaries and is an important safety net that can pay debts, such as a mortgage. Having the proper life insurance can ensure that you safeguard your life savings and retirement plans, as well as protect your family. At First Service Wealth Management, we can help you reach your goals by helping you prepare a financial plan – one that is prepared to endure all of life’s moments.30

To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at

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Insurance Planning

    Life Insurance

    Talking about life insurance can be stressful and intimidating, but it does not have to be an uncomfortable conversation. First Service members can partner with our experts to learn more about term life insurance. It is straightforward and often the most affordable type of life insurance.

    Long-term Care Insurance

    Long-term care insurance is an insurance product that helps pay for the costs associated with long-term care. It covers care that is not generally covered by health insurance, Medicare, or Medicaid. A long-term care insurance policy will cover the costs of care when you have a chronic medical condition, a disability or a disorder. This includes assistance with routine daily activities, like having medical staff in your home to assist with getting in and out of bed.

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Schedule an Appointment

To make an appointment with one of our financial professionals, give us a call at 713-676-4356 or email us at

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