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Investments & Insurance

Investments

MEMBERS Financial Services Program

Wishing for financial security won't get you very far. The MEMBERS Financial Services* program located at Connex Credit Union can help you plan your financial future. The MEMBERS Financial Services program offers products and services designed to help you identify your financial goals and objectives, analyze your current financial situation and develop a financial management program.

  • Mutual Funds
  • Variable, Fixed and Index Annuities
  • MEMBERS Brokerage Account and General Securities Trading
  • Life and Long-term Care Insurance, and Disability income
  • Major Medical Medicare Supplement
  • Financial Planning for Education and Retirement
  • Financial Management Analysis and Seminars

Enjoy the convenience of having all your financial service needs addressed in one place. Have peace of mind working with an experienced professional who will help you make a plan for you and your family's future. Click here  to log into your investment account.

 

 

 

Contact Roger Helal, MEMBERS

Financial Services Representative

for a no-cost, no obligation

consultation today at

roger.helal@cunamutual.com 

Phone: 203-603-5735
 


 

*Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA 50677, toll-free (800) 369-2862.  Non-deposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.

Insurance

MEMBERS® Auto and Homeowners Insurance Program

Meet your auto and homeowners insurance needs with preferred property and casualty coverage solutions provided through the MEMBERS® Auto and Homeowners Insurance Program ** for Connex Credit Union members.

  • Enjoy convenience - Pay your bill, make changes to your policy or even report a claim
  • Save time -  Fast and easy access to claim services 24 hours a day
  • Save money - Obtain a free, no obligation quote

Protect your personal property and  contact our partner  at Liberty Mutual to meet your insurance needs.

The MEMBERS® Auto & Home Insurance Program is underwritten by leading insurance companies, including Liberty Mutual Insurance Company and its affiliates, 175 Berkeley Street, Boston, MA. The insurance offered is not a deposit and is not federally insured or guarenteed by your credit union.

 

Credit Union League Members Health Plan

Our partnership with Credit Union League Members Health Plan (and its partners) allows you to enjoy health coverage at a price you can afford through a variety of health plans.

Find out how you and your family can get on the right path to better healthcare. For more information about the Credit Union League Members Health Plan, visit  www.cuhealthplan.com

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