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Thursday, September 11, 2025
Estate Management Checklist
Wednesday, August 06, 2025
Split Annuity Strategy
Monday, July 14, 2025
Navigating the Insurance Maze: Why It's Okay Not to Be an Insurance Expert

Estate Management Checklist

Tips & Tricks / Wills and Trusts/Estate Planning
Thursday, September 11, 2025

 

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Split Annuity Strategy

Wednesday, August 06, 2025

Split Annuity Strategy

When financial markets turn volatile, some investors show their frustration by fleeing the markets in search of alternatives that are designed to offer stability.

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Navigating the Insurance Maze: Why It's Okay Not to Be an Insurance Expert

Consumerism and Spending / Debit and Credit Cards / Debt Management / Credit Unions / Investing and Financial Planning / Budgeting / Retirement / Saving / Checking Accounts /
Monday, July 14, 2025
In surance can feel like a puzzle, and let’s face it, not everyone is naturally inclined to put the pieces together. Whether it's understanding policy terms,
navigating coverage options, or figuring out what’s actually included in a plan, insurance can often leave us scratching our heads. And that's perfectly
okay. In a world where policy details can be complex and coverage options endless, it’s no surprise that insurance isn’t everyone's strong suit. But in an
effort to simplify things, we’ve got some insights to help you understand why insurance is, indeed, complicated—and how to better navigate it.
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The financial consultants of Logix Financial Services are registered representatives with, and 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. Logix Federal Credit Union (LFCU) and Logix Financial Services are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using the name Logix Financial Services, and may also be employees of LFCU. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of LFCU or Logix Financial 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 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.

Logix Federal Credit Union 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 for more detailed information.

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