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Life Insurance

Protect what matters most with coverage for all life's stages

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Secure Your Family’s Future with Confidence

Life insurance is one of the most important financial decisions you’ll ever make — and as a Coastal Financial CU member, you don’t have to make it alone. Through CU Financial Management, you have access to expert advice and tailored coverage options that help protect your loved ones and your legacy. Serving members across Southwest Nova Scotia, we’re here to help you plan with peace of mind.
 
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Why Life Insurance Matters

  • Protect Your Family – Ensure your loved ones are financially secure if something happens to you.
  • Safeguard Your Business – Key person insurance helps your business stay stable during unexpected loss.
  • Build a Legacy – Life insurance can be part of your estate and tax planning strategy.
 

Why choose us?

Included in Membership

Life insurance planning is part of your Coastal Financial CU membership with access to CU Financial Management included.

Flexible coverage

From term life to permanent policies, CU Financial Management will help you find the right fit.

Local Expertise

Advisors who understand the needs of families and businesses in Southwest Nova Scotia.

Integrated Financial Planning

Your life insurance strategy isn’t built in isolation — it’s part of a bigger financial picture. Our advisors help you align coverage with your retirement, estate, and tax planning goals.

Ready to protect what matters most?

Book an introductory appointment with a CU Financial Management advisor today.
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Planning for the Future?

Life insurance works best as part of a broader financial strategy. Our Financial Planning services help you see the full picture.

 
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Build Wealth While You Protect It

Life insurance is just one part of your financial toolkit. Mutual funds offer long-term growth to complement your protection strategy.

 
 
 

LEGAL DISCLAIMER

+Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.

CU Financial Management Ltd. is wholly owned by Atlantic Edge Credit Union Ltd, Brunswick Credit Union Ltd, Community Credit Union Ltd, Consolidated Credit Union Ltd, Credit Union Atlantic Ltd, East Coast Credit Union Ltd, Mosaik Credit Union Ltd, Provincial Credit Union Ltd, Public Service Credit Union Ltd, Souris Credit Union Ltd, Reddy Kilowatt Credit Union Ltd, and Valley Credit Union.