Life, Disability & Long Term Care Insurance


Insurance Heritage Way offers personalized consultation, strategies and products to help create and preserve your wealth. Heritage Way can show you how life and disability income insurance strategies can help you achieve and protect your goals, determine how much insurance may be right for you, and get you the protection you need, for the length of time you need it, at a price you can afford. Heritage Way offers:

• Life Insurance
• Term Life & Whole Life
• Long-Term Care Insurance

Email or call Tara at 802.776.2187  to make an appointment today to speak with the Heritage Way Team, and find out what is 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 Heritage Way-Investments, Insurance, Retirement Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment professional, which is not an affiliate of the credit union. 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.CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.
**The CERTIFIED FINANCIAL PLANNER TM certification marks are not affiliated with CUNA Brokerage Service, Inc.
**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you.  There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA / SIPC, a registered broker/dealer and investment professional. 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-3052205.1-0420-0522 

Heritage Way
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.
Locations
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.