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invest and insure

investments

Account Access Icon A classical building with columns, representing access to your UIP account.
Investment Products Icon Two coins—a US dollar and a euro—flowing back and forth to represent investment products and services.
Talk to an Advisor Icon Two people seated at a table engaged in conversation, representing talking to an advisor.
Webinars Icon A laptop computer displaying a dollar sign on its screen, representing financial webinars.

auto & home insurance

TruStage® Auto & Home Insurance Icon A car parked under a roof, symbolizing auto and home insurance protection.
Travelers Auto & Home Insurance Icon A car parked under a garage roof, representing auto and home insurance protection.
GAP & Mechanical Breakdown Protection Icon A car silhouette with two wheels, enclosed by a protective outline, representing GAP and mechanical breakdown coverage.
Depreciation Protection Icon A car silhouette with two wheels enclosed by a protective outline, representing depreciation protection coverage.

other coverage

Accidental Death & Dismemberment Icon A standing person silhouette next to a dollar sign, representing accidental death and dismemberment coverage.
LifeLock® Identity Theft Protection Icon A shield shape with a check mark in the center, symbolizing identity theft protection.
Life Insurance Icon An umbrella with a dollar sign beneath it, representing life insurance protection.
Hospital Accident Plan Icon A standing person silhouette next to a dollar sign, representing hospital accident plan coverage.
Debt Protection Icon Two overlapping coins each displaying a dollar sign, representing debt protection coverage.

LPL Financial Form CRS

 Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. United Federal Credit Union and United Investment Planning  are not  registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using United Investment Planning, and may also be employees of United Federal Credit Union. These products and services are offered through LPL or its affiliates, which are separate entities from, and not affiliates of, United Federal Credit Union or United Investment Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency
Not Credit Union GuaranteedNot Credit Union Deposits or ObligationsMay Lose Value

United Federal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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