IMPORTANT: NextMark’s COVID-19 Financial Resources and Branch Closure Information

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Wealth Management

Your guide for Estate & Financial Planning

Disclosures

Members Trust Company is supervised by the Office of the Comptroller of the Currency, a federal banking regulator which charters and oversees federal savings and banks and trust companies. Non-Deposit products offered through Members Trust Company are not NCUA & NCUSIF insured.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment adviser. CBSI is under contract with the financial institution to make securities available to members.

Not NCUA/NCUSIF/FDIC insured, May lose value, No financial institution guarantee. Not a deposit of any financial institution.

CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty states of the United States of America. FR-1628556.1-1016-1118

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