Insurance Planning
Protect Your Financial Peace of Mind
Having insurance is an important part of a complete financial plan. At CommunityAmerica Wealth Management, we have a variety of insurance options to help you prepare for the unexpected and the expertise to find the policy that's right for you and your family.Are you wondering what type of insurance makes sense for your financial plan? For starters, it depends on your personal goals — our Wealth Advisors can walk you through a variety of risk management scenarios. If necessary, we can also pull in our CommunityAmerica Insurance Agency Insurance Agents.
Insurance Options
Life Insurance
The right life insurance policy can provide assurance that the people you love will have the financial resources they need. Learn More.
Disability Insurance
Coverage to protect income due to disability — can be a stand-alone policy or used to supplement employer coverage.
Long-Term Care Insurance
Protect against future long-term health related costs, including in-home health, assisted living or nursing home care.
Hybrid Insurance
This hybrid policy combines the benefits of Life Insurance with Long-Term Care Insurance.
Ready to get started? We’re here to help.
Contact a Wealth Advisor
Your Personalized Plan
Prepare for your financial “now” and your financial future.
Everyone’s financial goals are unique. We’re here to help you reach yours. Our Wealth Advisors can guide your short- and long-term plans to achieve financial peace of mind.
Protection for All the What-Ifs in Life
From home and renters to auto and pet, the CommunityAmerica Insurance Agency offers a broad range of other insurance policies and services to further protect your peace of mind. Our friendly Insurance Agents are ready to help you find the right policy for the right price.
Calculators
Profit Payout*
Investing in YOU by sharing our profits.
As a not-for-profit credit union, we return our profit to those who bank with us in many ways – like competitive rates, low fees, and our annual Profit Payout. See how much you may be able to earn through our long-standing annual give-back, where we’ve returned $100 million to members over the past 13 years.
Member Favorites
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and CommunityAmerica Wealth Management are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
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Are Not Deposits |
Are Not NCUA or otherwise Federally Insured |
Are Not Obligations of or Guaranteed by the Credit Union |
May Lose Value |
