Why RCU Insurance Services?
Just like Redwood Credit Union (RCU), the goal of RCU Insurance Services (RCUIS) is to do the right thing for the people we serve. Working with more than 13 preferred carriers and many hard-to-place carriers, RCUIS helps you find the right coverage for the best value. As a broker, RCUIS charges no brokerage fees and you get a dedicated agent who will be at your service when you need it most—always accessible and responsive to your needs.
If you also bank with RCU, you’ll enjoy the convenience of having your policies and finances all in one place and manageable within your RCU online and mobile banking accounts.
RCU Insurance Services (RCUIS) offers valuable advice and personalized solutions to help protect you, your assets, and your financial security. With 20 years of experience, and multiple major carriers to choose from, the agents at RCUIS are ready with affordable options to protect you and your loved ones when unfortunate events occur.
Additional services to better serve you
We're full service, offering personal lines, commercial lines, banking products and services at the best value available.
Additional business services
Take the worry out of payment processing, payroll, and insurance with Redwood
Credit Union's suite of business services.
Business Wealth & Investments
Build a financial future for your business. Plan for the future of your business with a
CFS* financial advisor who understands your needs, available through CUSO Financial
Services, L.P.*
Learn More
Employee Benefits Solutions
Benefits that work for your employees and your business. Show your team they're valued by
offering customized retirement plans and benefits, available through CUSO Financial Services,
L.P.*
Learn More
*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. Redwood Credit Union and Redwood Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Redwood Wealth Management, and may also be employees of Redwood Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Redwood Credit Union or Redwood Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by NCUA or Any Other Government Agency |
Not Credit Union Deposits or Obligations |
Not Credit Union Guaranteed |
May Lose Value |
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.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html more detailed information.
LPL Financial Form CRS
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
What our clients say
"Our RCUIS agent, Jose Bustamante, exceeded my expectations. His customer service skills, expertise and detailed communications were beyond professional and knowledgeable. I will definitely refer his services to my friends...."
- Danet
"My agent Michael Shehan was very thorough and contacted many agencies on my behalf to find the best insurance for me. In the end, he came up with a solution that I hadn't even thought about. He was a pleasure to work with...."
- Wendy
"Tina Sanazzaro, my agent at RCUIS, has been incredibly helpful in retaining renter's insurance for me. She has not only answered all my questions, she has done so graciously and knowledgeably. She has truly been outstanding...."
- Margaret
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