BUSINESS SERVICES

HAVE CONFIDENCE IN US. YOU WANT US IN YOUR BUSINESS.

TELL US WHERE YOU SEE YOURSELF IN FIVE YEARS. (AREN'T YOU USUALLY THE ONE WHO
SAYS THAT?)

You've got a vision — you wouldn't have started a business if you didn't. Let us help you realize it, by helping you take care of some of the financial issues you may be facing.

At CommunityAmerica, we're here for you, whether you're looking for business services, insurance or investment advice. We can help you set goals and plan for the future of your business. And we'll do it all with a focus on providing you with professional support so that you can achieve the goals that you've been picturing. It's our job to help you achieve your goals. Find out how we'll do it. Talk to your CFS* Financial Advisor at CommunityAmerica Credit Union today.

YOU'RE THE BOSS.
It's our job to help you achieve your goals. Find out how we'll do it. Talk to your CFS* Financial Advisor at CommunityAmerica Credit Union today.

INSURANCE
You can help protect the financial health of yourself, your employees and your business with our complete line of insurance options.

Employee Group Insurance:

+ Term Life
+ Disability
+ Long-Term Care Plans
+ Carve-Out Plans and additional voluntary benefits

Business Insurance:

+ Overhead Expense Insurance
+ Key Person Life Insurance
+ Buy-Sell Insurance

RETIREMENT PLANS
Helping your employees invest for the future is another benefit they'll truly appreciate. It's an opportunity for you to save for your retirement, too.

Our CFS* Financial Advisor can help each individual at your company establish their personal financial goals, and then help them develop a plan and portfolio to start working toward them. We'll also periodically perform plan reviews to make sure they're on track.

401(k)

SIMPLE/SEP IRAs

Defined Benefit Plans

403(b)

Profit Sharing Plans

EMPLOYEE BENEFITS
We can help you create a competitive benefits package — a key step in building employee retention.

Deferred Compensation Plans

Flexible Spending Accounts

Health Savings Accounts

Group Life

Group Disability

Group Long-Term Care

BEST BOSS EVER. YOUR COFFEE MUG DOESN'T LIE.
From offering great employee benefits that you can also take advantage of, to ways to increase your operational efficiency, we can help you realize your business vision.

Come see your CFS* Financial Advisor at CommunityAmerica Credit Union and get started today. All our advisors are dedicated career professionals registered through CUSO Financial Services, L.P. (CFS), and are committed to offering sound, objective advice and finding the best savings plan for you.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. CommunityAmerica Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.