Wealth Management at UW Credit Union

Life & Long-Term Care Insurance

One of the greatest gifts you can give your family is financial security during a difficult time.

Life Insurance—Ensure your loved ones’ financial well being even after you’re gone, and take comfort knowing that you’ve provided for their future.

Long-Term Care Insurance—A chronic or disabling condition can drastically affect your life and require long-term, expensive personal or medical care. This invaluable coverage can help protect your assets, maintain your independence and provide quality care.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck. 

Get in Touch

Have questions about services, options or where to start? Our local experts are here for you — and they're always ready to help.


Phone Numbers

Madison: (608) 400-8500

Milwaukee: (414) 359-5700

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. UW Credit Union and Wealth Management at UW Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at UW Credit Union, and may also be employees of UW Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of UW Credit Union or Wealth Management at UW Credit Union.

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 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. No offers may be made or accepted from any resident of any other state.

 

UW Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. 

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.