FirstHorizon CU- Life, Disability, & Long Term Care Insurance

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An advisor offers a personalized consult.

Heritage Way - Investments, Insurance, & Retirement offers personalized consultation, strategies, and products to help create and preserve your wealth. The Heritage Way - Investments, Insurance, & Retirement team can show you how life and disability income insurance strategies can help you seek to achieve and protect your goals, determine how much insurance may be right for you, and get you the protection you need, for the length of time you need it, at a price you can afford. The Heritage Way - Investments, Insurance, & Retirement program offers:

• Life Insurance
• Term Life & Whole Life
• Long-Term Care Insurance

Email or call Tara Williams at 802.776.2187 to make an appointment today to speak with the Heritage Way - Investments, Insurance, & Retirement Team and find out what is right for you.

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. FirstHorizon CU and Heritage Way - Investments, Insurance, Retirement are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Heritage Way - Investments, Insurance, Retirement, and may also be employees of FirstHorizon CU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, FirstHorizon CU or Heritage Way - Investments, Insurance, Retirement. 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 Representative(s) associated with this website may discuss and/or transact business only with 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 (FirstHorizon CU) provides referrals to financial professionals of LPL Financial LLC (“LPL") pursuant to an agreement that allows LPL to pay FirstHorizon CU for these referrals. This creates an incentive for FirstHorizon CU to make these referrals, resulting in a conflict of interest. FirstHorizon CU is not a current client of LPL for advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

LPL Financial Form CRS

Life, Disability, & Long Term Care Insurance

Heritage Way – Investments, Insurance, & Retirement

Heritage Way – Investments, Insurance, & Retirement