Investment Services

Offering quality member service from people you know,  located at a financial institution you have confidence in.

Together, we can help you seek your financial goals.
 

  • Mutual Funds
  • Stocks
  • Bonds
  • Annuities
    • Fixed Interest Annuities
    • Index Annuities
    • Variable Annuities

 
 

LPL Account View

Online Access to your investments. Organize your finances and plan for your future. 


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

Retirement Planning

Financial Management





































Virtual Financial Educational Workshops

Join an upcoming workshop from the comfort of your home or office where a variety of topics are discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. Attend as many virtual workshops as you like.

All workshops begin at 6pm EST.

Topics will include:

December 17th, Understanding Medicare

6pm EST - Link to register below

Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. Michael Silverstein from TruStage™ Annuities will answer your Medicare questions and help you understand:
  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to plan your retirement income with health care costs in mind

January 14th, Income for Life

6pm EST - Link to register below 

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

January 28th, Three Transitions to Retirement

6pm EST - Link to register below

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

February 11th, Rethinking Diversification 

6pm EST - Link to register below
  • What is traditional portfolio diversification?
  • How has the investment landscape changes?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

February 25th, Women and Investing

6pm EST - Link to register below

We’ll explore:
 
  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

March 11th, Social Security and Your Retirement 

6pm EST - link to register below
  • What are the rules for starting your Social Security benefits?
  • How do spouses coordinate their benefits?
  • Are there different routes to take that could potentially increase your benefits?
  • How do you decide where Social Security fits within your retirement plans?

March 25th, Understanding Medicare

6pm EST - Link to register below
  • Key differences between Medicare parts A, B, C and D
  • Tips for choosing your coverage
  • How to enroll in Medicare
  • How to consider health care costs when planning your retirement income








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. Indiana Members Credit Union and Indiana Members Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Indiana Members Investment Services, and may also be employees of Indiana Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Indiana Members Credit Union or Indiana Members Investment Services. 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

Indiana Members Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Indiana Members Credit Union for these referrals. This creates an incentive for Indiana Members Credit Union to make these referrals, resulting in a conflict of interest. Indiana Members Credit Union 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.

The LPL Financial registered representative(s) 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.