Broker Check

Life Insurance Simplified

Our Quote and Apply tool allows you to:

  • Instantly receive Life Insurance quotes from over 30 carriers
  • Complete an online application
  • Sign the agreement with DocuSign
  • Securely attain the policy from respective insurance carriers
  • **With or without a medical exam
  1. Shop and compare the rates of several highly rated companies at your leisure without the pressure from salespeople.
  2. Plans for every budget and life stage. Once you have selected the plan that is right for you, complete and sign the application. It's that easy!
  3. If you prefer, contact a licensed professional at any time.


Whether retirement is nearing or years away, an annuity can be a way to prepare for a better retirement and guarantee you’ll have regular income for the duration of your life.



Disability insurance protects you financially in the event that you become disabled (long-term or short-term) and are no longer able to work. 

Long-Term Care

Long-Term Care

Avoid the hassle of asking loved ones for help. Long-term care insurance will help you pay the costs associated with care that aids you in everyday life.

Trust Creation

Kinecta credit union members have access to Affinity Trusts whom we can connect you with for trust creation. Take advantage of special pricing available to Kinecta credit union members. 

You may also consider attending one of the periodic trust workshops we offer to learn more about the estate planning process. Check out our workshop calendar for a list of upcoming events.

Trust Administration

Kinecta credit union members have access to Members Trust Company for trust administration needs. As the first credit union-owned nationally chartered trust services firm, Members Trust offers competitive pricing, attainable minimum account requirements and a team of fiduciary professionals who are there for their clients when they need it most.

This page is provided for informational purposes only and is not intended to provide legal or tax advice. For legal or tax advice, please consult an attorney and/or accountant. A licensed attorney in your state of residence is needed to draw up a trust. A Kinecta Wealth Management Financial Advisor, Affinity Trusts, and Members Trust Company representative can provide references to qualified estate planning attorneys. Legal services are not offered or endorsed by Kinecta Wealth Management, Affinity Trusts, Members Trust Company or LPL Financial. Members Trust Company and Affinity Trusts are not affiliated with Kinecta Wealth Management or LPL Financial. You are under no obligation to use the services of Members Trust Company or Affinity Trusts and may choose any qualified professional to provide trust services.