Life, Disability &
Long Term Care Insurance
Heritage Way - Investments, Insurance, & Retirement offers personalized consultation, strategies and products to help create and preserve your wealth. The Heritage Way - Investments, Insurance, & Reitrement team 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. The Heritage Way - Investments, Insurance, & Retirement program 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 - Investments, Insurance, & Retirement Team, and find out what is right for you.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Heritage Family Credit Union and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of Heritage Family Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Heritage Family Credit Union or Heritage Way - Investments, Insurance, Retirement. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Guaranteed |
Not Credit Union Deposits or Obligations |
May Lose Value |
The LPL Financial Registered Representative(s) associated with this website may discuss and/or transact business only with the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
*Representative is not a legal expert. for legal questions, including discussions on estate planning, please consult your attorney.
**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.