Insurance Planning with First Service Wealth Management
First Service Wealth Management financial professionals, available through CUSO Financial Services, Inc., can help you weigh your options and choose an insurance strategy that safeguards your life savings, strengthens your retirement plans, and protects your family.111
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New to Insurance Planning?
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 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.
Benefits of Working with First Service Wealth Management
Our team can develop financial strategies to help improve your overall financial plan. Take advantage of our in-person consultative services and enjoy the following:
Professionally Assisted Securities
Access to Professional Portfolio Management
Comprehensive Portfolio Reporting
Online Access to Investment Portfolio Data