APCO Investment Services

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The APCO Investment Services program has one objective: to help you reach your financial goals. The program works in cooperation with the credit union to help you make sound financial decisions. Consider attending a complimentary seminar to learn more.

  • Plan your financial future
  • Manage your investments
  • Fund your children’s education
  • Retire more comfortably
  • Protect your assets

Take a minute to consider your various financial goals, from sending your kids to college to purchasing adequate life insurance to retiring. We can help! We provide a range of products and services that can be tailored to your unique needs. For a no cost, no obligation meeting, contact an APCO Investment Services Representative.

Financial Solutions

 Calculators

Account Information 

Contact Me

Mike LewallenMike Lewallen
Financial Advisor
(205) 226-6800, x6866
750 17th St. North
Birmingham, AL 35203
Email Me | My Bio

SERVICES

Retirement Services

• Planning assistance, whether you’re just getting started, ready to retire or retired now
• Retirement plan rollovers
• Individual Retirement Accounts (IRAs)
– Traditional IRAs
– Roth IRAs
– Spousal IRAs
– Rollover IRAs
• Business retirement accounts
– 401(k) plans
– Simplified Employee Pensions (SEPs)
– Savings Incentive Match Plan for Employees (SIMPLEs)
– Tax-Sheltered Annuities (TSAs) and 403(b) plans
– Non-qualified deferred compensation plans
– Non-qualified accumulation plans

Financial Management

• Setting goals
• Creating a savings and investment plan
• Protecting your financial security
• Building your net worth
• Managing wealth
• Creating an income from your assets

Insurance Services

• Life
• Long-term care
• Disability income

Education Planning and Funding

• Planning assistance
• Education savings accounts
– 529 savings plans
– Coverdell education savings accounts
– Roth IRAs

Wealth Management

• Financial plans that provide comprehensive analysis and planning for financial goals, retirement and estate transfer
• Personal trust services**
– Trusts created under wills
– Living trusts
– Retirement plan trusts
• Legacy planning**
– Charitable giving strategies
– Employee stock options

** Representative is neither a tax advisor nor attorney. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including information about estate planning, please consult your attorney.

 

PRODUCTS

Investments

• Mutual Funds
– Madison Funds®
– AmericanFunds
– Franklin Templeton
– Invesco
– Oppenheimer Funds
– Pacific Life Funds
– PIMCO
– Putnam Investments
• Stocks
• Bonds
• Options
• Unit Investment Trusts
Additional mutual funds are available.

Managed Accounts

• Madison Managed Account Program
• FTJ Fundchoice
• Lockwood Capital

Additional managed account programs are available.

Real Estate Investment Trusts (Reits)

• Wells Real Estate Company
• Hines Real Estate Company

Annuities

• Variable Annuities
– MEMBERS® Variable Annuities (issued by Transamerica Life Insurance Company)
– AXA Equitable
– Nationwide Life
– Jackson National
– Pacific Life
– Prudential
– Allianz Life
• Fixed Annuities
– CMFG Life Insurance Company
– Allianz
– Great American
– American National
– ING
• Fixed Index Annuities
– MEMBERS® Fixed Annuities (issued by CMFG Life Insurance Company)
– Great American
– Reliance Standard
Additional annuity products are available. Products may not be available in all states.

Insurance

• Life Insurance
– Variable Universal Life
– Term Life
– Whole Life
– Universal Life
– Joint and Survivor Life
Providers include:
– MEMBERS® Term and Whole Life Insurance (issued by CMFG Life Insurance Company)
– Lincoln Benefit Life
– Lincoln National
– Nationwide Life
• Long-Term Care Insurance
– John Hancock
– Lincoln Financial
– Prudential
• Disability Income
– Assurity Life
– Fidelity Security
– Illinois Mutual
– Principal
Products may not be available in all states.

 

CUNA Brokerage Services, Inc.

Some policies are brokered. For complete information on mutual funds, variable annuities, variable life or unit investment trusts, including fees and charges, obtain a prospectus from CUNA Brokerage Services, Inc. Read it carefully before you invest or send money.

Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. 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 Mutual Group