Insurance Services

Building a Secure Future:

The Importance of Comprehensive Insurance Coverage

By managing risks through various types of insurance—like life, health, disability, and long-term care—you can protect yourself and your loved ones, allowing you to pursue your goals with confidence. Whether planning for retirement, buying a home, or starting a family, insurance is essential for creating a stable financial foundation and providing peace of mind against unforeseen circumstances.

Life Insurance: Protect Your Family’s Future

Life Insurance provides income to beneficiaries in the event of the policyholder’s death. It offers many people peace of mind, but it can also be an important part of a retirement, estate or business plan. Term life, whole life and universal life are the three primary types of life insurance policies available.

Disability Income Insurance: Financial Support When You Need It

Disability Income Insurance helps you maintain your lifestyle if an illness or injury keeps you from working. By replacing a portion of your income, it allows you to focus on recovery without worrying about lost wages. Protect your future and gain peace of mind with this important coverage.

Long-Term Care Insurance: Essential Support for Your Needs

Long-term Care Insurance covers costs that regular health insurance often misses, like help with daily activities at home or in a nursing facility. This coverage ensures you get the support you need while protecting your assets and maintaining your quality of life. Plan confidently for the future and secure the care you deserve.

Protect Your Future with Annuities

Annuities provide a dependable safety net for you and your loved ones. With guaranteed income for life, they help ensure financial stability in unexpected situations. Our annuity solutions give you peace of mind so you can focus on what matters most. Secure your legacy today!

Together, these insurance options form a comprehensive safety net that helps you prepare for the future and safeguard your financial well-being.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates. The Summit Federal Credit Union and The Summit Retirement and Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using The Summit Retirement and Investment Services, and may also be employees of The Summit Federal Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Summit Federal Credit Union or The Summit Retirement and Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information. LPL Financial Form CRS

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.