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Credit Unions

Member Insurance & Financial Services | Identity Theft Protection
Employee Benefits

Member Insurance & Financial Services

Our firm has worked with over 20 credit unions, providing their members with insurance and financial services. Just as many banks provide these services, our partnership has allowed these credit unions to do the same, without the high cost of the credit union entering this field. This helps maintain the credit union's position as the place for members to handle their financial business.

Identity Theft Protection

Through a combination of education and protection plans, your members can be better protected against this threat. We can help your members enroll in an identity theft protection and restoration plan as a proactive measure in keeping their financial, medical, tax, employment, and criminal records clean from the activity of identity thieves.

Employee Benefits

As a business with employees, we can also help you with offering comprehensive, affordable employee benefits. See our Businesses page for more information.

Sectors We Serve
Individuals & Families
Credit Unions
Human Service Agencies
Foresight Financial Planners, Inc.
950A Union Road, Suite 206
West Seneca, NY 14224


Securities offered through Securities America, Inc. (SAI), Member FINRA/SIPC. Advisory Services offered through Securities America Advisors, Inc. (SAA). SAI and SAA may only transact business in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. Any communications with prospective clients residing in international jurisdictions where SAI and SAA and its registered representatives are not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

Health, other non-variable insurance products and estate planning are not offered through SAI or SAA. Legal and identity theft plan services are provided solely by LegalShield. Information should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. Neither SAI or SAA assisted in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of SAI and SAA. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. SAI and SAA are not responsible for information contained in websites or literature referenced herein. SAI, SAA, Foresight Financial Planners, Inc., LegalShield and other companies listed herein are separate entities, individually owned and operated.