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Home › Financial Planning › Financial Fitness Checkup

Financial Fitness Checkup

Services are offered by the MEMBERS Financial Services program located at Southeast Financial Credit Union.

In order to help us serve you better, please let us know your future plans and your current priorities, which will have an impact on your financial health in 2011 and beyond. Simply complete the checklist below and click submit. A representative from the MEMBERS Financial Services program will then be in touch with you to schedule your Financial Fitness checkup.

Personal Information

Name: *

Email: *

Primary Phone: *

Alternate Phone: *

Future Plans:

New home

Retirement

Salary increase

Save more

Sell business

Job change

Pay off loans

Marriage

Inheritance

Sell property

Start business

Bonus

Children

Charitable gifts

Other

Current Priorities:

A financial analysis

Ways to protect my family's lifestyle

Insurance on my spouse

Ways to protect my income in the event of illness or accident

Methods of charitable giving

Other pertinent information

Planning for retirement

Mortgage protection coverage

Insurance on my children/grandchildren

Tax favored investments/annuities

A systematic savings plan

How to pay estate taxes

Insurance on myself

Converting temporary insurance

Protecting against the costs of long-term health care

Existing policy renew

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, Iowa 50677, toll-free 800-369-3862. Nondeposit 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. FR031101-DA94

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