From making the right investments to choosing the right insurance, Florida Telco Investment & Insurance Services is right for you - even if you only have a little to get started with.
Let the FTIIS representative, Randy Nakamura, CFP®*, CRPC®†, Certified Financial Planner™ help you!
We all strive for greater financial security. Mortgage payments, retirement, education and health care costs are all areas of concern. It often seems that just saving money alone may not meet our future needs. However, a sensible program that combines savings, life insurance and investments can provide a total package.
Florida Telco Investment & Insurance is a personal financial management service designed especially for credit union members. Florida Telco Investment & Insurances Services Program located at Florida Telco Credit Union offers a variety of insurance and investment solutions to complement our traditional savings program. Randy Nakamura is the Florida Telco Investment & Insurances Services Representative who can work with you to create a personal financial blueprint to help achieve your goals.
Whether you're single, just married or ready to retire, you may want to see if the Florida Telco Investment & Insurances Services Representative can be of assistance to you. Or, for a "do-it-yourself" planning, click on the link to your Personal Financial Site - this site will help you:
- Plan your investments and estate
- Retire more comfortably
- Manage your money
- Protect your assets and your financial future
- Fund your children's education
*These marks (CFP® or CERTIFIED FINANCIAL PLANNER™) identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
The CFP® certification is not affiliated with CUNA Brokerage Services, Inc.
†New Retirement Designation Approved CUNA Brokerage Services, Inc. (CBSI) has just approved the use of the Chartered Retirement Planning Counselor (CRPC) designation by the MEMBER'S® Financial Services sales staff. As of March 1, 2007, representatives who meet the requirements for the designation, and continue to meet the on-going ethics and continuing education requirements, will be able to use this designation on their business cards and stationery (subject to all relevant compliance and disclosure rules).
What is this CRPC designation?
The CRPC designation is offered by the College for Financial Planning. It focuses on the pre- and post-retirement needs of individuals, allowing you to transform the retirement planning process into a positive experience. The program allows you to study a variety of principles in the retirement planning field and it guides you through the retirement process from start to finish. The topics covered include:
The Retirement Planning Process & Meeting Multiple Financial Objectives
Sources of Retirement Income
Personal Savings: Investing for Retirement
Employer-Sponsored Plans
Individual Deferred Compensation
Planning for Incapacity, Disability & Long-Term Care
When to Retire
Retirement Plan Distributions
Asset Management & Investment Strategy During Retirement
Income Taxes & the Retiree Estate Planning
Representatives are registered through, securities are sold through, and Investment Advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, A Registered Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Life Insurance Company Representatives, and in New York, licensed insurance representatives of other companies. Non-deposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union. FR030602-D075
