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“We don’t have control over unexpected events in our clients' lives, but we do have control over how we help them through difficult times.”
– Beth Spillman

Insurance Planning

An important part of having a complete financial plan is insurance planning. We offer a wide variety of insurance to help individuals be better prepared for life’s unexpected events. Having the proper insurance can help to supplement income, pay off debts or nursing home expense and can help them afford time off of work to focus on the needs of their family.

We offer a wide variety of insurance to best fit each need including:

  • Term
  • Variable Universal Life
  • Guaranteed Universal Life
  • Long Term Care

Beneficiary Assistance 

The death of a loved one can trigger a series of tasks that require immediate attention, which can be painful and confusing. There can be complex financial issues often associated with someone’s passing. We serve as a steady, reliable guide for beneficiaries facing these challenges, bringing clarity to the process and striving to help ensure nothing is overlooked.

Check the background of this investment professional on FINRA's BrokerCheck.

Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates.  Alabama Teachers Credit Union and Alabama Teachers Investment Services are not registered as a broker-dealer or investment advisor.  Registered representatives of LPL offer products and services using Alabama Teachers Investment Services, and may also be employees of Alabama Teachers Credit Union.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Alabama Teachers Credit Union or Alabama Teachers 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

The LPL Financial Registered Representatives associted with this site may only discuss and/or transact securities business with residents of the following states: AL, FL, GA, LA, MS, TX. 

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