Insurance Planning


Insurance planning plays an important role in any sound financial plan.

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BECU Investment Services

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Things happen. That's why insurance planning plays such an important role in any sound financial plan.

Insurance planning is a key part in retirement and estate solutions by providing income, tax deferred growth and estate strategies. The Financial Advisors* at BECU Investment Services can show you a range of strategies aimed to help protect you and the people you care about from the consequences of accidents, illnesses, disability and death.

Types of Insurance

Life Insurance

Aims to protect your loved ones against the loss of your income if something happens to you.

Annuities (Fixed, Variable & SPIAs)

Can provide a steady income during retirement years.

Long-term Care

Seeks to protect those you care about from the financial, physical and emotional burdens of paying for long-term assistance if you need it.


Can replace a portion of your income in the event of illness or injury that impacts your ability to work.

Risk Management

All too often, people find they are under insured because they either didn't purchase enough coverage from the start, or didn't properly adjust their coverage over time. That's why, even if you already own one or more insurance policies, it's important to regularly review your insurance holdings. Our Financial Advisors can develop strategies to help you minimize your risk against catastrophic losses and recommend the solution that's most appropriate for your specific needs and goals.

Direct Access to Local Professionals

Read more about our team of knowledgeable and experienced advisors and contact any of us directly to set up your complimentary consultation.

*Financial Advisors are registered with, and Securities and Advisory Services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. Investments are:

Not NCUA / NCUSIF Insured Not Credit Union Guaranteed Not Obligations of BECU May Lose Value

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of all 50 states.

BECU Investment Services Corporate Office located at BECU, 12770 Gateway Dr., Tukwila, WA 98168. BECU, BECU Investment Services and LPL Financial are separate entities.