CFS Insurance Services Complete Your Portfolio

The CFS Insurance Services group partners with your advisor and leading insurance carriers to offer a broad array of insurance products including: term life, universal life, whole life and variable universal life, wealth transfer, business insurance, long term care, disability, accidental death, and more. We also give your advisor the support they need to manage these offerings, such as case design, illustrations and point of sale assistance.

Our insurance staff members are highly qualified professionals who provide training, product specialization, licensing support, and case management. Your advisor has immediate access to CFS's team of experts and individualized training both in-person and virtually.

Self-directed Insurance Products and Services

CFS provides credit unions the option to offer insurance products directly to the member. If your credit union offers this direct service, you can access life insurance products, AD&D, or long term care products online through a link on your credit union's website or via our direct mail distribution system. Ask your financial advisor for details.


Fixed and life insurance products and services are offered through CUSO Financial Services, Inc. ('CFS'). Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of a credit union, and may involve investment risk including possible loss of principal. CFS CA Insurance License #0C03946.