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Insurance Services

Invest in yourself and your family’s financial well-being

We understand insurance can be confusing. What types of insurance will I need as I age? What level of coverage do I need? At what age should I get this insurance? Our team at Magnifi Wealth Management has a lot of experience helping individuals, couples and families of all ages plan out what types of insurance are most important for them and when it is most helpful.

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Life Insurance

Protect your loved ones in the event of an untimely death. Life insurance is essential to help provide for your family with funds to cover the expense of funerals, a college education, or simply the financial comfort for a spouse and children.

You may have heard terms like “whole life insurance,” “term insurance,” or “variable insurance,” but what do they all mean and what are the differences? They all point to one thing in common: all life insurance policies provide payment to a beneficiary in the event of your death. However, the differences between policies can be major.

Our local professionals can help find the right policy for your needs and budget.

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Long-Term Care Insurance

Protect your assets in case of a nursing home stay or another extended care scenario. Several factors will affect the cost and availability of extended care insurance, including age, health, and the type and amount of coverage purchased.

If you’re curious about if you need extended care insurance and what these policies cover, our team can help you with your questions and provide extended care coverage that is effective and affordable.

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Learn more about the various types of insurance policies and find the one that fits best for you by having a no-obligation consultation with a local professional.

Call (888) 597-4516

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Your Credit Union (“Financial Institution") provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

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Check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA / SIPC). Insurance products are offered through LPL or its licensed affiliates. Magnifi Financial Credit Union and Magnifi Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Magnifi Wealth Management, and may also be employees of Magnifi Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Magnifi Financial or Magnifi Wealth Management. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.