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Investment Products

Co-op Services Retirement, Investments and Insurance

Q. What is the Co-op Services Retirement, Investments and Insurance Program?
A. Co-op Services Retirement, Investments and Insurance is a full-service financial advisory program located at Co-op Services Credit Union offering members retirement, insurance and investment services. Our goal is to help our members achieve their financial goals for themselves and their families.

Q. How does the Co-op Services Retirement, Investments and Insurance Program work?
A. Jon Lybeck, our full-time representative, is available to meet with you to evaluate your financial needs, offer recommendations and coordinate your investment and insurance choices.  


• Individual Retirement Accounts
• Roll-over your 401(k) or pension plan if you've changed jobs.
• Develop a savings and investment plan.
• Create a retirement income plan to approach those years with confidence.
• Manage your investments better.
• Protect your family with life insurance or long-term care insurance.
• Save for college education costs. 

 
To set a no-cost, no-obligation appointment, call Jon Lybeck at 800-321-8570 ext. 759.
Still looking for more information? Click here.

Lybeck.jpg 
Jon B Lybeck
Financial Advisor
(734) 522-3700


* Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 800-369-2862. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.  FR111215-8F7B


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