Topline Investment Services, the CUSO of TopLine Federal Credit Union, is offering free, no obligation individualized life insurance analysis and college planning guides.
Each guide, which includes easy-to-understand information, graphs and recommendations, is derived from a questionnaire submitted by the customer and based on his or her financial goals, according to the CUSO. The resulting reports provide detailed financial and insurance recommendations.
Depending on the individual's financial goals, guides include an analysis of need, an audit report on current insurance and financial situation, an action plan, advantages and disadvantages of various insurance types, anticipated Social Security contribution to retirement income, and other information.
The guides are being offered to members and non-members of the Top Line Federal Credit Union.
