Benefit Name

AmountEligibility and BenefitsContact
ACTIVE/RETIRED      
*Financial Planning Free Education Seminars
Financial Planning Services
F&A Membership

Howard Wess
 
800-222-1226 ext. 5949
https://www.fafcu.org/invest-insure/investment-advisory-services

*Life & Long-Term Care Insurance Low Cost Insurance Plans F&A Membership

Howard Wess 

800-222-1226
ext. 5949
https://www.fafcu.org/invest-insure/life-long-term-care-insurance

Living Trust Education and Services

Free Education Seminars

Discounted Estate Planning Services

F&A Membership

Reba Birmingham, Long Beach Law

562-621-6300
https://www.fafcu.org/edu/estate-planning

 

Member Discretion

F&A Membership 

Complete the Membership Card to Update your Beneficiaries as needed (Annual Review Recommended)

https://www.fafcu.org/images/documents/Mbr_APP_Final_Fillable.pdf

 

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. F&A Federal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

Guarantees are based upon the full faith, credit, and claims paying ability of the issuing insurance company.