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Investment and Retirement

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

Everyone’s path in life is different.

Since no two paths are alike, there is no cookie-cutter solution to investments and retirement planning. At NRLFCU, we believe your investment and retirement plans should be as unique as the path you took to get here. Whether your goal is to see the world or to simply enjoy the freedom of financial independence, MEMBERS Financial Services, located at NRLFCU, is ready to help you discover your path to peace-of-mind.

View Upcoming Seminars

Rolling over a 401(k)?

Follow our 5-Step Guide for an easier rollover experience.

Learn the deadlines to be aware of, compare traditional and Roth options, and find out what type of rollover to request from your former plan.

Download your 401(k) Rollover Guide now to get started. For additional help at any step in the rollover process, talk with your credit union financial professionals.


Insurance Strategies

Alternatives to help protect those you love

  • Life Insurance
  • Long Term Care
  • Annuities

Learn More


Investment Strategies

Options to help you save for the future

  • IRA
  • Mutual Funds
  • Managed Accounts
  • Annuities
  • Stocks & Bonds

Learn More


Preparing for Your Future

It’s never too late to plan. Start today.

  • Saving for Retirement
  • Living in Retirement
  • Saving for College

Learn More

The MEMBERS Financial Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

MEMBERS Financial Services Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.

FR-2447366.1-0319-0421


Upcoming Webinars

Click the links below to register for the corresponding webinar OR be on the lookout for an email invitation as we approach each webinar date.


September

Sept 15 The Return of Conservative Investing

Sept 29 How to Weather a Bear Market


October

Oct 13 Social Security & Your Retirement

Oct 27 Three Transitions to Retirement


November

Nov 10 Women & Investing (presented by Karen Kuhlmann)

Nov 24  The Return of Conservative Investing


December

Dec 8 How to Weather a Bear Market