Insurance Planning

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Protect Your Financial Peace of Mind

Having insurance is an important part of a complete financial plan. At Wealth Management by CommunityAmerica, 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

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Life Insurance

The right life insurance policy can provide assurance that the people you love will have the financial resources they need. Learn More.
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Disability Insurance

Coverage to protect income due to disability — can be a stand-alone policy or used to supplement employer coverage.
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Long-Term Care Insurance

Protect against future long-term health related costs, including in-home health, assisted living or nursing home care.
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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
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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.
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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.
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Calculators

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Life Insurance Calculator

Crunch the numbers to determine how much term life insurance coverage you may need.
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Start Retirement Savings Calculator

See how much more you’d have at retirement by beginning your savings plan today rather than waiting.
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College Cost & Compare Tool

Determine the true cost of college based on your income level and compare schools.
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Check Out All Financial Planning Calculators

Try out different calculations to help you plan and prepare for your financial future.
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Profit Payout Share

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 better rates, lower fees, and our Profit Payout. See how much you may be able to earn through our long-standing annual give-back, where we’ve returned $93 million to members over the past 12 years.

Estimate Your Payout

Member Favorites

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Auto Insurance

Cruise with confidence knowing your ride is covered. We can help you find the right policy.
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Homeowners Insurance

Protect the roof over your head. Along with everything under it.
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Life Insurance

People depend on you. What's your plan to ensure their financial security?1
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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 Wealth Management by CommunityAmerica 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:

 

Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Obligations of or Guaranteed by the Credit Union

May Lose Value