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Education Planning

Indiana Members Investment Services, available through CUNA Brokerage Services, Inc. (CBSI*), offers education planning for individuals.
 
Education planning and funding can be beneficial for parents or grandparents saving for their young children or grandchildren, to help ensure their loved ones are able to attend higher education.
 

Education Savings Accounts

  • 529 Savings Plans
  • Coverdell Education Savings Accounts
Call 317.610.3945 today to schedule your no-cost consultation!

 

Available through CUNA Brokerage Services, Inc. 

The Indiana Members Investment Services Representatives are dedicated career professionals who were carefully selected and trained to serve credit union members. They can work with you to help achieve your personal financial goals and provide information on various products and services.

 

Check the background of investment professionals on FINRA's BrokerCheck.

additional planning services

In addition to Investment Services, IMCU offers other services to assist you in planning for your future goals.  For more information on the services available to you, click on the links below.

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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EDUCATION PLANNING.  PLAN FOR THE FUTURE.

1 Indiana Members Investment Services Advisors 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 advisor, 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. (FR-2254103.1-0918-1020)