Clearview Investment Advisors

Clearview Investment Advisors^SM, formerly known as MEMBERS Financial Services, is a financial management and consulting partner providing service to Clearview^® Federal Credit Union members. Their mission: Creating financial security. Their vision: To be the best at serving credit unions and their members.

History

CMFG Life Insurance Company, established in 1935, is the parent organization of all the companies that
comprise CUNA Mutual Group. The Clearview Investment Advisors Program is one service that CUNA Mutual
Group supports, providing Clearview members a solid history of service and substantial tradition of financial
strength. The companies of CUNA Mutual Group have nearly $13 billion in assets and more than $100 billion of
life insurance funds.

Personal Financial Management

Clearview Investment Advisors can provide a personal financial management program designed to meet your specific goals and objectives. This no-cost annual financial check-up will help you map out your financial future, including financial services such as insurance, annuities, investments and other considerations for retirement. You’ll receive professional financial advice from a trusted source, along with quality personal service.

Products and Services

Whether it be mutual funds, insurances, IRAs or any other investment venue, Clearview Investment Advisors will assist you on the most appropriate options available. Other areas where Clearview Investment Advisors can help include:

• Retirement Planning
• Education Planning
• Wealth Transfer Strategies
• Investment Planning and Analysis
• Asset Protection Analysis

Knowing that people, personal circumstances and the economy constantly change, your situation will be reviewed on a regular basis to make sure you’re staying on track.

Online Trading

For members interested in online trading, please visit the Brokerage Center section in the MEMBERS Financial Network. Manage your investment portfolio with a full-service brokerage offering almost every kind of trade imaginable and tools to help you select the securities right for you. CUNA Brokerage is:

• Accessible - Invest however you want-online, by telephone or with a face-to-face representative
• Comprehensive - Trade stocks, mutual funds, options and more
• Personalized - Create your own watch list and get personalized news and securities information
• Valuable - With FundScan^TM narrow down 6,000 mutual funds by defining your criteria

 Click here to access the MEMBERS Financial Network. Click here to access MEMBERS Folio Network.

Make an Appointment

Clearview Investment Advisors are available at many Clearview branches. If you have any questions or would like to schedule a “no-obligation” over-the-phone or in-person appointment, call the Clearview Investment Advisors program at 1-800-926-0003, Ext. 6084 or (412) 299-6084. Our members also have exclusive access to call CUNA Mutual directly at 1-800-779-5433 for additional assistance.

From left to right: Carla J. Pollice, Sales Assistant, Costas Grekis, CRPC^®, Vice President, Wealth Management,
Tamilyn Rossetti, Administrative Assistant and Donald (Don) R. Militzer, Sr., LUTCF.