Credential Financial Strategies Inc.

Personal Insurance

Worry less about protecting what matters and ensure that life's unexpected events don't prevent you from reaching your goals.

We have partnered with Credential Financial Strategies Inc. to service members of 1st Choice Savings and Credit Union with comprehensive personal insurance options.

Our Credential Financial Strategies Specialist will provide personalized advice and insurance planning to help you protect what matters most. 

Together, you'll complete a needs analysis to uncover your unique needs, including insurance that:

  • Preserves your estate

  • Covers the cost of end of life/funeral expenses

  • Can help mitigate taxes

  • Protects you as a business owner

How Do I Get Started?

Life is full of surprises. An unexpected event could jeopardize everything you've worked for. Having the right insurance can help guarantee your peace of mind.

Personal Insurance Solutions

Life insurance offers peace of mind in a difficult time, by protecting your family, and those you care about from financial hardship. Your policy may be used to:

  • Replace lost income

  • Provide for your loved ones

  • Cover expenses such as funeral costs, mortgage and loan repayment, or tuition payments

  • Preserve your estate

Protects your single biggest asset – your earning power. Disability insurance is a monthly benefit designed to protect you and your family from the loss of income resulting from an unexpected injury or illness, whether short- or long-term.

Recover without financial worry with critical illness insurance. Critical illness insurance can maintain your financial stability by providing:

  • Living expenses or income replacement

  • Debt repayment

  • Coverage for expenses (medical, travel, medications not covered by your health plan)

Credential Financial Strategies Inc. offers financial planning, life insurance, and investments to members of credit unions and their communities.

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