Protect your investments – your investment insurance team is waiting

Andigo Wealth Management advisors Mike Chatterton and Mitch Klinsky are insurance pros. They can make sure you’re protecting your investments with:

  • Life insurance
  • Long-term care insurance
  • Disability insurance

With all that protection, you’ll want to grow your investments with other products we offer such as:

  • Retirement planning (IRA, 401(k), pensions)
  • 401(k) and pension rollovers
  • College funding
  • Annuities
  • Advisory services
  • Trust and Estate services
  • Mutual funds
  • Managed accounts

Check the background of this investment professional on FINRA's BrokerCheck.

Life, long-term care & disability insurance – future-you would like present-you to play it safe

Life’s uncertain, so we suggest you eat dessert first and maintain adequate insurance coverage. The insurance products from Andigo Wealth Management offer extensive, customized coverage at affordable rates.

Life insurance

  • Ensuring that your loved ones will be taken care of when you’re no longer here to care for them is a pretty generous legacy to leave. Through our relationships with CUNA Brokerage Services and TruStage Insurance, we offer experienced professionals who can help you select a term life policy, providing coverage for a limited number of years, or a whole life policy, providing lifetime protection for your dependents while building cash value you can borrow against.

Long-term care insurance

  • Providing care and assistance in your golden years for things not covered by health insurance, Medicare or Medicaid. That means protecting the assets you’ve accumulated over your lifetime from being spent on long term care services each month. You’ll get to stay independent without relying on your kids or loved ones to support you and maintaining more control over the care you receive such as:
    • Assisted living facilities
    • Nursing home care
    • Home health care
    • Adult day care
    • House cleaning services
    • Meal preparation

Disability insurance

  • It’s tough to think about but a car accident or a debilitating disease at any age could render any of us unable to earn income. Then what happens? Draining your savings or retirement sounds like a bad idea, huh? So disability insurance helps replace your income while you’re out of work.

Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Andigo Investment Advisors, 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-2304006.1-1118-1220

Ready to protect your investments? Let’s chat.

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