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Insurance Services
Protect what matters most
Coverage options designed to help safeguard your loved ones,
your lifestyle, and your legacy.
Why Insurance Matters
You’ve worked hard to build the life you want
Life throws curveballs, but your financial future shouldn't be one of them. Insurance is how you protect what you've worked so hard to build, whether life brings an illness, a loss, or simply more years than you planned for.
The right coverage means peace of mind. It means knowing you've taken care of the people who matter most, no matter what comes next. That's what we're here for. Westmark Wealth Management offers access to insurance solutions built to protect your loved ones, your lifestyle, and the legacy you leave behind.
Explore your coverage options
Life Insurance
Help seek to ensure your family’s financial security if the unexpected happens. Life insurance can help cover:
- Final expenses
- Mortgage or debt payments
- Income replacement
- Future education costs
Long-Term Care Insurance
Prepare for the possibility of needing extended care later in life. Long-term care insurance helps cover:
- In-home care
- Assisted living
- Nursing home expenses
- Services not typically covered by health insurance or Medicare
Annuities
Turn your savings into a usable income stream for retirement. Annuities can offer:
- Tax-deferred growth
- Options for guaranteed lifetime income
- Protection against outliving your savings
Let’s Talk About Your Plan
We’re ready to support you every step of the way
Our financial professionals are here to help you understand your options and choose coverage that fits your needs. Whether you’re planning for tomorrow or protecting today, we’ll walk through the choices with you in a complimentary, no-obligation conversation.
Start your conversation today.
Schedule a Consultation
Ready to start your planning journey?
Our advisors are available for complimentary, no-obligation consultations. Whether you have questions about retirement, investments, insurance, or estate planning, we’re here to help Westmark Credit Union members take the next step.
Call 208-535-1100, email parrya@westmarkis.com, or schedule online with one of our advisors.
Check the background of these investment professionals on FINRA’s BrokerCheck.
This material contains only general descriptions and is not a solicitation to sell any insurance product or security, nor is it intended as any financial or tax advice. For information about specific insurance needs or situations, contact your insurance agent. In addition, state insurance laws and insurance underwriting rules may affect available coverage and its costs. Guarantees are based on the claims paying ability of the issuing company. If you need more information or would like personal advice you should consult an insurance professional. You may also visit your state’s insurance department for more information.
Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
Long-term care and insurance policies contain exclusions and limitations. Eligibility for long-term care insurance, additional policy benefits and qualification for benefits is determined on a case-by-case basis. Guarantees are contingent on the claims-paying ability and financial strength of the issuing insurance company. For costs and complete details of coverage, please contact your financial advisor.
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. Westmark Credit Union and Westmark Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Westmark Wealth Management, and may also be employees of Westmark Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Westmark Credit Union or Westmark Wealth Management. 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 |
Westmark 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 advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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.