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Routing: 292977899

Insurance & Investment Services

Clearwater partners with TruStage™ Insurance and Corebridge Financial to offer you insurance to protect what’s important to you and fixed and variable annuities to help you grow, protect, and transfer your wealth.

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TruStage

Expect the best out of life, but be prepared. TruStage offers life, home, and auto insurance, as well as fixed and variable annuities. With more than 80 years working with credit unions and their members, TruStage is underwritten by CMFG Life Insurance Company, which is rated “A” (excellent) by A.M. Best, an independent rating service that evaluates financial stability and operating performance.

Accidental Death & Dismemberment Insurance

Accidental Death & Dismemberment (AD&D) insurance provides a safety net, paying you a cash benefit in the event of your death or severe injury. Clearwater members are eligible for $1,000 of no-cost TruStage Accidental Death & Dismemberment Insurance.

Life Insurance

As a Clearwater member, TruStage™ will work with you to select a policy that’s right for your budget, with ongoing support, an easy online application, and no hassle. Life insurance can help give you confidence that your family will be cared for financially.

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Auto Insurance

The TruStage™ Auto Insurance program is underwritten by Liberty Mutual, one of the biggest providers in America. In addition to discounted rates just for being a Clearwater member, you could also benefit from features like Accident Forgiveness, Better Car Replacement, Claims-Free discounts, and 24-hour claims assistance.

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Property Insurance

TruStage works with Liberty Mutual, one of the biggest providers in America, to provide coverage for your home or condo, along with renters insurance. These policies can help protect your property from accidents, thefts, and other damaging events. See how much you could save today.

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Annuities

TruStage can help you secure your financial life with protected lifetime income options that fit your needs now and in the future. TruStage stays at the forefront of the financial services industry and designs products that are easy to understand and can help you achieve your financial milestones.

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TruStage™ is the marketing name for TruStage Financial Group, Inc., its subsidiaries, and affiliates. Securities are distributed by CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value, and are not obligations of, nor guaranteed by, Clearwater Credit Union.

Corebridge Financial Services

Corebridge Financial is one of the largest and most established retirement solutions providers in the country. They’re passionate about helping individuals and businesses reach their long-term financial goals with an expansive portfolio of retirement products to help you take action for a more secure tomorrow.

  • Asset allocation
  • Brokerage/cash management accounts
  • Financial planning
  • Fixed and variable annuities
  • Insurance planning
  • Investment planning
  • Life insurance
  • Long-term care (LTC) insurance
  • Mutual funds
  • Retirement planning
  • Small business employee retirement plans

We’re proud to have two Corebridge Financial advisors located inside Clearwater branches. You can email Steve or Autumn directly to make an in-person or virtual appointment.

Steve Jarvis

Brooks St Branch 

Email Steve

 

Autumn Browning

Reserve St Branch

Email Autumn

Corebridge Financial Inc. and its subsidiaries provide a wide range of life insurance, retirement solutions, and other financial services. All products and services are written or provided by subsidiaries of Corebridge Financial, Inc. Investment and insurance products are not federally insured, may involve investment risk, may lose value, and are not obligations of, nor guaranteed by, Clearwater Credit Union.