Insurance

The most important thing you'll ever buy

You spend your whole life building a better financial future, so isn’t it equally important to protect it? A vital part of any complete financial plan, life insurance* can help you protect what matters most to you. Talk to one of a knowledgeable Wealth Consultants about:

  • Life insurance
  • Disability insurance
  • Critical illness insurance
  • Estate planning
  • Segregated funds
  • Annuities

If your needs are more complex, our Wealth Consultants also work with an extended team of experts in the areas of philanthropy, pension and trust services and tax, legal and accounting services.

Protect your wealth and the ones you love. It begins with a conversation.

*Credential Financial Strategies Inc. offers financial planning, life insurance and investments to members of credit unions and their communities. 
 

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