Protecting Your Financial Future with a Trusted Financial Partner!
At Summit Credit Union, you’re a member - an active, vital part of an organization that depends solely on members for its very existence.
So, your Credit Union has a very real interest in protecting your family’s financial stability. That’s why Summit Credit Union has made available to our members, through Summit Financial Services, a wide variety of Insurance and Investment Services designed to protect you and your family.
To get you started we offer our members, age 18 through 69, $1,000 of NO COST Accidental Death and Dismemberment coverage. To receive your $1,000 of NO COST coverage you must complete a short enrollment form. To receive the enrollment form by mail Contact Us today!
When you are in need of additional insurance services remember to think of Summit Financial Services first!
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Auto & Homeowners Insurance
You can trust your credit union to provide you and your family with quality products and services to meet your financial needs. Summit Property and Casualty Insurance Agency, LLC was established to offer our members discounted property and casualty insurance, including auto, homeowners, motorcycle, boat, RVs, renters, business P&C coverages, and personal liability.
For more information from Jamal Broadnax call:
336-662-6240 or 1-800-632-0210 ext. 6240
Life and Long Term Care Insurance
Your financial security could affect your loved ones as much as, or more than, it affects you. Life and Long Term Care Insurance offers protection from life's unforeseen risk, and the power to leverage assets so you can accomplish more. Insurance has tax advantages and flexibilities to help you meet your changing needs. It can provide:
- Financial protection for your loved ones or your business
- Income replacement
- Supplemental retirement income
- Account value growth that can be used as a financial resource
- Tax-deferred asset accumulation
- Efficient wealth transfer solutions
- A funding vehicle for business owners
Consider Life and Long Term Care Insurance as an important component of your financial strategy. Trough Lincoln Financial Group, you have access to a number of Life and Long Term Care Insurance products.
For more information from Marc Lopresti call:
336-662-6262 or 1-800-632-0210 ext. 6262
Accidental Death and Dismemberment Insurance
Sometimes the unthinkable happens -- the death or disability of a loved one. Lives are thrown into a tailspin, testing the personal strength of all involved.
It's not a time when people want to be bothered with thoughts about money or how to pay their bills. That's why Accidental Death & Dismemberment (AD&D) insurance can be so important! For an affordable rate, you can get up to $300,000 of protection. No medical exams are required and coverage is guaranteed as long as premiums are paid. In addition, AD&D provides the following benefits:
- Affordable premiums, including $1,000 in free coverage!
- Family plans that insure you, your spouse and children
- Double benefit payment for covered loss while a passenger on public transportation
- Coverage if you lose a limb, your sight or hearing in an accident
For more information on this valuable service or to sign up for the free $1,000 AD&D coverage call toll-free:
1-877-MEMBERS (636-2377).
Get a No-cost Financial Checkup
Get insurance and investment advice tailored to your needs - from a trusted source. Receive a financial plan for your long-term goals. Marc Lopresti will develop a customized financial plan for you that provides specific insurance and investment recommendations for your situation. You'll feel secure knowing you've received advice from a trusted source. And you remain in control of how and when to implement your plan.
To schedule your appointment call Marc Lopresti at:
336-662-6262 or 1-800-632-0210 ext. 6262.
These services are available to you as member of Summit Credit Union. Summit Credit Union assumes no liability for services rendered. These are voluntary programs and you are not obligated to participate. Summit Financial Services is a marketing name for the Investment and Insurance offerings of Summit Credit Union and FT Credit Union Management and Services, Inc., a CUSO of Summit Credit Union. Investment and insurance products are not a deposit, not NCUA-Insured, not insured by any federal government agency, not guaranteed by this credit union, and may go down in value. Auto, homeowner and other property and casualty insurance products are offered through Summit Property & Casualty Insurance Agency, LLC. Accidental Death and Disability Insurance is offered through a partnership with CUNA Mutual Group. Life and Long Term Care products are offered through Lincoln Financial Group and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Supervising Office: Lincoln Financial Group, 4900 Koger Blvd., Suite 150, Greensboro, NC 27407, (336) 954-0020. Accidental Death & Dismemberment Insurance products offered through CUNA Mutual Group.
Investments are not federally insured, may lose value, not underwritten or guaranteed by the credit union.
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