Medicare Supplemental Insurance
Need some help navigating the maze of Medicare? Come in and talk to our Medicare Specialist, and let us help you find your way. Your no obligation meeting will allow you to ask questions, and allow our team to review what you have for benefits, and assist you in examining all the options to help you make the best choice for your healthcare needs today and in the future. Call to setup a convenient time to meet at the branch closest to you.
or call Tara at 802.776.2187 to make an appointment today to speak with her, and find out what options are right for you.
Investments made through Heritage Way are not insured by the NCUA.
*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
**The CERTIFIED FINANCIAL PLANNER TM certification marks are not affiliated with CUNA Brokerage Service, Inc.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CBSI is a registered broker-dealer in all fifty states of the United States of America. FR-1282868.1-0815-0917
Manage all of your investment options through Heritage Way. Organize your finances and plan for the future with the many tools available through Heritage Way. Calculate what you may be worth when you retire, learn about investing in the Education Center or contact your Heritage Way representative.
Whatever your financial needs, day or night, you have access to your account information to help you meet your demanding lifestyle. From our branches, apps and call center we are here in Vermont and New Hampshire to serve you wherever you are.