Annuities: Fixed-rate or Variable-rate
With help from our CFS* Investment Services Registered Representatives, through our broker-dealer CUSO Financial Services, L.P. (CFS*), you can learn about your investment options in fixed-rate and variable-rate annuities.**
Through CFS*, we offer unbiased annuity investment advice to help you make the right choice for your financial goals. Your healthy financial future is our number one priority – we don’t have any proprietary investment products or services, so we’re focused on finding the right solution for you.
To learn more about your annuity investment options, call 505-872-5434 (800-347-2838 outside the Albuquerque area).
Why Invest in Annuities Through Nusenda Credit Union?
- Choose fixed-rate or variable-rate annuities**
- Complimentary consultations
- Unbiased recommendations
- CFS* Investment Services Registered Representatives
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer member FINRA/SIPC and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk, including possible loss of principal. Investment Representatives are registered through CFS. Nusenda Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
**Annuities are long-term financial products designed for retirement purposes. In essence, annuities are contractual agreements in which payment(s) are made to an insurance company, which agrees to pay out an income or lump sum amount at a later date. There are contract limitations and fees and charges associated with annuities, administrative fees, and charges for optimal benefits. A financial professional can provide cost information for complete details.
Investors should carefully consider the investment objectives, risks, charges, and expenses of a fund before investing. For a prospectus containing this and other information for any variable annuity, contact your financial representative and ask for a prospectus or call the fund company directly. Please read the prospectus carefully before investing money.