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Members Financial Services

MEMBERS Financial Services is a program affiliated with the CUNA which helps members of PCCU organizae their financial affairs and plan for the future at no extra cost or obligation. MEMBERS Financial Services' contract with PCCU offers members the following services and financial planning resources:

  • Insurance � Term, whole life, long-term care, universal life insurance, variable universal life insurance and disability income insurance.

  • Financial Management Services � Planning for retirement, education, long-term care, asset accumulation and estate planning.

  • Investments � Including mutual funds, securities, IRAs, fixed and variable annuities.

  • Financial Planning Resources
  • MEMBERS Financial Network

  • CUNA Brokerage

  • MEMBERS FOLIO Investing

  • Upcoming MEMBERS Financial Services Seminars

Meet with a MEMBERS Financial Services Representative at no cost or obligation to you. Simply call (714) 526-2328, ext. 1415.

Representatives are registered through, and securities
are sold through, CUNA Brokerage Services, Inc. (CBSI),
member NASD/SIPC, 2000 Heritage Way, Waverly, Iowa 50677,
toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally
insured, involve investment risk, may lose value and are not obligations of or guaranteed by the Credit Union.

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