Life Insurance and Annuities

Protect your loved ones and plan your future income

Life is full of uncertainties, but your financial future doesn’t have to be. With the right protection in place, you can ensure your loved ones are cared for and your retirement income is secure.

Insurance and annuity solutions:

  • Whole & universal life insurance – Long-term protection with cash value potential
  • Term life insurance – Affordable coverage for a set period
  • Fixed & variable annuities – Guaranteed income options for retirement1
  • Long-term care insurance – Planning for health-related expenses in later years

We help you choose protection that fits your stage in life and long-term goals.

Safeguard what you've worked hard to build. Let’s talk about your plan.

Schedule an appointment today

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1 - Variable Annuities are suitable for long-term investing, such as retirement investing. Withdrawals prior to age 59 ½ may be subject to tax penalties and surrender charges may apply. Variable annuities are subject to market risk and may lose value. (134-LPL)

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck. 

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. Southland Credit Union and Southland Investment Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Southland Investment Services, and may also be employees of Southland Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Southland Credit Union or Southland Investment Services. The Southland Investment Services site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CT, DE, FL, MD, MA, MI, NH, NJ, NY, NC, OH, PA, SC, TX, VA and WI.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency. 
Not Credit Union Guaranteed.
Not Credit Union Deposits or Obligations.
May lose value.

Southland 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS