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Life Insurance

Whole life insurance or term life insurance, we’re here to help you navigate your options and decide on a policy you feel good about.

Summit Financial Advisors

Your Personal Financial Advisor

A Summit Financial Advisors professional will meet with you one-on-one to help you decide the kind of coverage you need based on where you are in life.


Protect Those You Love Most

Ensure your loved ones receive the proper security with a policy that’s right for you. Your personal Summit Financial Advisors professional will help determine if a whole life or term life insurance policy is better suited toward your needs and help give you peace of mind for the future.  

Get a Quote


*CRPC conferred by College for Financial Planning.

The financial professionals at Summit Financial Advisors are financial advisors 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. Summit Credit Union and Summit Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Summit Financial Advisors and may also be employees of Summit Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Summit Credit Union or Summit Financial Advisors. 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 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.