Our service. Your success.


Life Insurance

Start Today With a Plan For Tomorrow 

Has your insurance kept up with the changes in your life? If you’re like most people, you probably already own some life insurance…through your employer or insurance you’ve purchased on your own. But is it still enough to cover all your needs? Have you thought about Long Term Care Insurance and Disability insurance to cover you in case you’re sick or hurt and can’t work? This may sound like its all gloom and doom, but it just takes a few minutes to uncover if you and those you love have enough coverage, let our CFS* Financial Advisor at CASE Credit Union help to ensure your family is protected.

Personal Needs

  • Death before loan/debt repayment can be finished
  • Spouse outliving a life only pension plan
  • Death before reaching personal goals the client wants funded
  • Ex. Retirement funding for spouse, child’s education
  • Tax-free income
  • Disability Insurance
  • Long-Term-Care Insurance

Family Needs

  • Death of a primary income earner
  • Final expenses
  • Dependent income
  • Education
  • Family goals
  • Support of parents
  • Wealth transfer/preservation

Business Needs

  • Death of a partner or co-shareholder
  • Death of a key employee
  • Loss of a key employee to a competitor
  • Illiquidity of the business in the event of an owner’s death
  • Special situations (e.g. stock repurchases, fund retirement benefits)

To learn more about higher education planning needs, use the Contact Your Representative form.

TruStage® Life Insurance Program

TruStage LogoWe make TruStage Life Insurance Policies available to help credit union members like you protect the people who matter most in your life. Underwritten by CMFG Life Insurance Company, these plans are designed to fit your budget, because any amount of coverage can make a difference.

Learn about this important coverage or call 1-855-612-7909 for more information.

TruStage® Life Insurance is offered by TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union.


$1000 of TruStage® Accidental Death and Dismemberment Insurance Coverage Is Yours

One of the exclusive benefits of credit union membership is a no-cost TruStage Accidental Death and Dismemberment (AD&D) insurance policy from CMFG Life Insurance Company. AD&D coverage pays you or your loved ones a cash benefit after an accident results in a covered injury or loss of life.

You can get $1000 of coverage, paid for by your credit union, and provided by CMFG Life Insurance Company. And $100,000 in additional AD&D coverage from CMFG Life can cost about $10** a month. Acceptance is guaranteed, and there are no health questions or medical exam.

Sign up for your no-cost or additional protection today.

TruStage® AD&D Insurance is offered by TruStage Insurance Agency, LLC and underwritten by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union. **AD&D insurance costs between $10 & $15 per month for 100k of coverage. AD&D Base Policy Series E10-ADD-2012 and E10a-014-2012


*Insurance products and services are offered through CUSO Financial Services, Inc. (“CFS”). 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. CASE Credit Union has contracted with CFS to make certain insurance products and services available to credit union members. The CFS registered representative associated with this site may only discuss and or transact securities business with residents of the following states: Michigan

Personalization Settings


We would like to personalize your banking experience. Please enter your first name below.

This level of personalization will not lead to the sale of your name or leak your identity. The information you provide will only be stored on your computer and will not be transferred to any other source.

Please do not remind again


Expand toolbar

Back to Top