PCU and MEMBERS Financial Services* offer a variety of investment options - some of which may be a fit for you and your business. Below is an overview of the investment products and services offered:

Simplified Employee Pension (SEP) Plan
This tax-favored plan allows self-employed and small employers build retirement funds through our high-yield savings accounts or CDs. Enjoy no administrative or maintenance expenses often associated with other types of pension plans. Call 651-747-8900 for more information.

Individual Retirement Accounts (IRAs)
Make the most of your retirement dollars with an IRA from PCU! Choose from a high-rate IRA Premium Money Market Account or one of our IRA CDs. Call 651-747-8900 for more information.

MEMBERS Financial Services*
At the MEMBERS Financial Services Center located at PCU, Representative Andy Barnick offers current information and a variety of programs to individuals and businesses. He is a licensed and registered financial professional, and his recommendations will provide the framework needed to achieve the financial goals you've set for yourself and your business.

Have you thought about:

• Accumulating enough wealth to retire comfortably?
• Preserving the assets you've built over the years and keeping them in your family?
• Caring for your business partners or conserving the business you have built in the event of your disability or death?

You can purchase tax-deferred annuities, life and disability insurance, invest in mutual funds, obtain brokerage services, handle retirement planning, create a long-term financial plan and more. To protect yourself and your business or to diversify your investment portfolio, contact Andy at 651-773-2876.

For more information, call Business Services at 651-747-8900, email BusinessServices@postalcu.org, or complete our contact form.

* 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 adviser, 2000 Heritage Way, Waverly, Iowa 50677, toll-free 866-512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by PCU. The representatives may also be PCU employees who accept deposits on behalf of PCU. CBSI is under contract with PCU through the financial services program, to make securities available to members. CBSI is a registered broker/dealer in all fifty states of the USA.