Tax-Free Wealth Transfer

How do you turn $50,000 into $102,105, income tax free,* for your loved ones, in less than ten minutes?**

Wealth Transfer planning can allow you to:

  • Transfer funds income tax free to your heirs
  • Instantly increase the value of the estate that you pass to your loved ones
  • Have guaranteed return, at any time, of 100% of the funds that you have deposited 

To schedule a complimentary Wealth Transfer consultation, call us at (808) 844.8338 or (808) 872.1208 on Maui.

*For specific tax advice, please conuslt a tax professional. **Liberty Life Insurance Estate Maximizer, 65 year old women, example based on medical qualification. Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. HawaiiUSA Federal Credit Union has contracted with CFS to make non-deposit investment products and  services available to credit union members.

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HawaiiUSA FCU For more information, call HawaiiUSA FCU at (808) 534.4300 or toll-free (800) 379.1300, click or visit one of our branches.

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