We’ll kick off this episode in true back-to-school fashion with tips and tools to help set your kids on a smart financial path. Then, we’ll shift gears to talk about smishing: what it is, the warning signs to look for, and how you can protect yourself. Finally, we’ll sit down with Colleen Blundell, our Vice President of Investment Services, where she’ll explain the basics of life insurance and how it can be a valuable piece in your overall financial plan, especially as we head into Life Insurance Awareness month this September.

Life Insurance Awareness Month Chapter Disclaimer:

This segment is provided for educational and informational purposes only and should not be considered financial, tax, legal, or insurance advice. Individual circumstances vary. Listeners should consult qualified professionals regarding their specific situation. Insurance products are subject to eligibility, underwriting, and policy terms and conditions.

We are insurance and securities licensed in our resident state of Maryland, as well as other states. Please contact us for additional listing of licensed states. This is not an offer or solicitation in any state where not properly licensed or registered.

Securities and insurance products are not federally insured by NCUA; are not deposits or other obligations and are not guaranteed by Cedar Point Federal Credit Union; and are subject to investment risks.