Insurance & Investment Services Provided to U.S. Utility and Energy Workers

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Utilities Employees Credit Union (UECU), a virtual credit union serving the utility and energy industry nationwide, has expanded its partnership with SWBC Investment Services, LLC to add life insurance to the wide range of investment and insurance services available through Utilities Employees Investment Services (UEIS).

utility worker benefits
Utilities Employees Investment Services will now be able to offer our members a valuable asset to protect their family’s financial success.

Utilities Employees Credit Union (UECU), a virtual credit union serving the utility and energy industry nationwide, has expanded its partnership with SWBC Investment Services, LLC to add life insurance to the wide range of investment and insurance services available through Utilities Employees Investment Services (UEIS).

SWBC Representatives offering services through Utilities Employees Investment Services are eager to share this opportunity with the credit union’s membership, which is distributed throughout the nation and includes 43,000 individuals who are utility industry workers or their family members.

“We are excited to have access to over 50 life insurance carriers,” says James Miller, Financial Advisor for SWBC offered through UEIS. “Utilities Employees Investment Services will now be able to offer our members a valuable asset to protect their family’s financial success.”

Through SWBC Investment Services, UEIS now offers whole life insurance, term life insurance, universal life insurance, and variable universal life insurance. Utilities Employees Credit Union members from across the country can speak with a UEIS representative for a complimentary insurance quote and consultation to evaluate their insurance needs and help them select an insurance option to complete their financial strategy.

SWBC Financial Consultant Gina Katrinak has seen life insurance play an essential role in ensuring peace of mind for the utility workers and families who work with the credit union.

“Life insurance can play an important role in your financial plan. Have you prepared to take care of your family should the unexpected happen?” poses Katrinak. “Life insurance can protect you and your spouse’s strategy for retirement, college education for children, and overall financial well-being in the event of untimely death or illness. Including life insurance in your overall financial plan can make certain your family is prepared for the future.”

Katrinak and Miller help utility workers and their families with both first time insurance purchases and with the review of their existing insurance policies to determine if they need supplemental coverage to serve their family’s financial needs.

About Utilities Employees Investment Services:

Through the partnership of SWBC Investment Services and Utilities Employees Credit Union, Utilities Employees Investment Services (UEIS) offers a full range of investment and insurance services to credit union members. SWBC’s representatives also assist individuals and families with financial plans for goals including retirement, college savings, buying a home or leaving a legacy.

For more information on Utilities Employees Investment Services, visit http://www.uecu.org.

Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC and SWBC Investment Company are not affiliated with this institution. FUNDS SHOULD NOT BE CONSIDERED A DEPOSIT OF INSTITUTION, ARE NOT OBLIGATIONS OF, OR GUARANTEED BY THIS INSTITUTION OR ANY OF ITS AFFILIATED ENTITIES, MAY LOSE VALUE, AND ARE NOT NCUSIF INSURED.

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Amanda Havanko
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