Investment Services

Offering quality member service from people you know, located at a financial institution you have confidence in.

Together, we can help you seek your financial goals.

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- Fixed Interest Annuities
- Index Annuities
- Variable Annuities

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Meet the Investment Team

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Retirement Planning

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Financial Management

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Virtual Financial Educational Workshops

Please consider joining one or all of our popular workshops from the comfort of your home or office, where a variety of topics will be discussed to increase your financial awareness. Financial education is an important aspect of any long-term plan. All workshops begin at 6pm EST.

Topics will include:
July 2nd, Social Security Our complimentary seminar can help regardless of how close or far away retirement is, chances are you have questions and could use someone at your side to help lead the way — especially with how Social Security works. Start finding answers at our Social Security and Retirement seminar at no cost or obligation to you. Michael Silverstein from TruStage™ Annuities will walk through specifics about Social Security and help you understand: The rules for starting Social Security benefits How spouses coordinate their benefits Different things you can do to potentially increase your benefits Where Social Security fits into your retirement plans Register Here
July 16th, Rethinking Diversification Retirement savers face new challenges in today’s volatile market. Traditional portfolio diversification may not grow your savings — causing you to risk losing it all. Find out new ways of managing your investment risk with the Rethinking Diversification seminar. You can attend this seminar at no cost and without obligation. This seminar is presented by Michael Silverstein from TruStage™. They’ll help you understand: What traditional portfolio diversification is How the investment landscape changes How you can achieve your goals with minimal risk How new annuity options help you rethink diversification Register Here
July 30th, Income for Life You have retirement goals and plans for your financial future. But do you know what you should be doing differently to make real progress? Join us for this exclusive seminar as leading financial professional Michael Silverstein dives deep into ways to build wealth and income for life. The seminar will include a live Q&A where you can get the answers to your income for life questions. We’ll explore: Sources of retirement income you can rely on Retirement risks you face now Income strategies you should consider How you can use annuities to guarantee income for life register Here
August 13th, Three Transitions to Retirement Your exciting next chapter will start soon. Are you ready? You’ll encounter financial, lifestyle and emotional milestones along the way — but you’re not in this alone. We’ll work together to help you feel confident about your path to retirement. A great first step in this journey is the Three Transitions to Retirement seminar. Michael Silverstein from TruStage™ Annuities will answer your retirement questions and help you: More confidently address the financial, lifestyle and emotional transitions to retirement Guard against risks and manage the inevitable ones Gauge when you’re ready for retirement register Here
August 27th, Understanding Medicare Medicare is a key part of planning your retirement journey. We’re here to help you understand the basics so you can make your choice with confidence. Attending the Understanding Medicare seminar is a great first step in this process. Michael Silverstein from TruStage^™ Annuities will answer your Medicare questions and help you understand: Key differences between Medicare parts A, B, C and D Tips for choosing your coverage How to enroll in Medicare How to plan your retirement income with health care costs in mind Register Here
September 10th, Women in Investing There’s no denying the facts: Women tend to live longer. As a woman, how do know if you have saved and invested enough for your retirement? Join Karen Kuhlmann for a candid conversation on the importance of building your own financial future through investing. Take control of your financial future by learning how to become a successful lifelong investor. We’ll explore: Key investment principles every woman should know Important opportunities like asset allocation Understanding investor behavior Differences between financial products like mutual funds and annuities Register Here

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. Indiana Members Credit Union and Indiana Members Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Indiana Members Investment Services, and may also be employees of Indiana Members Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Indiana Members Credit Union or Indiana Members Investment Services. 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

Indiana Members Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay Indiana Members Credit Union for these referrals. This creates an incentive for Indiana Members Credit Union to make these referrals, resulting in a conflict of interest. Indiana Members Credit Union 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.

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.