Insurance Options

Find the coverage you need for the peace of mind you want.

Coastal Wealth Management, available through CUSO Financial Services, LP* can help you put the right policies in place

How Our Insurance Options Could Help You Bank Better

  • Access comprehensive coverage through affordable policies for your home and vehicles and everything in between 
  • Round out your financial plan by protecting you and your loved ones
  • Periodically review all of your policies to help ensure your coverage is up to date

How Our CFS Financial Advisors Can Help You

  • We offer insurance policy reviews to our members at no cost 
  • Contact a CFS Financial Advisor today to create a personalized insurance plan that meets your unique needs
  • We offer you multiple ways to protect you and your family with our wide range of insurance products
  • We are here to help identify insurance coverage options that suit your needs


Insurance Options Benefits

Life Insurance*

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  • Learn what types of people need life insurance and why it is so important

Long-Term Care*

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  • Learn how to protect your retirement and preserve your assets with proper planning.

Credit Life & Disability Insurance

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  • Ensure your bills are paid if you are disabled, or worse

Accidental Death & Dismemberment*

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  • Coastal-paid and buy-up option available to compliment your life insurance. Acceptance guaranteed

Property & Vehicle*

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  • Home and vehicle coverage, with exclusive member discounts.

Accident & Health*

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  • Protect your paycheck and shop for individual health care and Medicare supplement plans.

Life Insurance Policy Review*

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  • Carrying the right amount throughout your lifetime requires periodic professional review.

Resource Center

Preventing Caregiver Fraud

Elder abuse and fraud targeting senior citizens is on the rise again in NC. We've even recently helped catch or prevent instances of it with Coastal members. Unfortunately, sometimes it's too late to recover stolen money or property.

Why the "Reverse Pin" Method at an ATM Doesn't Protect You

When confronted by a robber at an ATM, the notion that a consumer can enter their PIN backwards and have the police automatically paged is an internet rumor. It's a hoax. Not one single financial institution in the United States supports this practice, not that we’re aware of anyway. The technology does exist though.

*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. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.

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