Wayne Lagasse Named MEMBERS Insurance & Investments Financial Advisor of the Month
Wayne Lagasse, Vice President, Wealth Management, has recently been named the MEMBERS Insurance & Investments Financial Advisor of the Month from CUNA Mutual Group.
Financial Advisor of the Month recognition is awarded to those individuals who demonstrate sales success with MEMBERS Annuities from CUNA Mutual Insurance Society, MEMBERS Mutual Funds and MEMBERS Managed Accounts, and a passion for meeting the investment and insurance needs of their clients. Advisors are nominated and selected for their impact on customers and ability to inspire and motivate others. Wayne Lagasse is a financial advisor with the Members Financial Services program located at Westerly Community Credit Union, and he acknowledges the team of dedicated professionals at Westerly Community Credit Union as key to his success.
In today’s ever-changing economy, financial planning with the aid of a knowledgeable professional is more important than ever. Wayne Lagasse provides financial services on a wide range of issues, including savings and investing, employer retirement plans and distribution options, retirement income planning, insurance protection, taxation changes and estate planning.*
Wayne Lagasse lives with his wife and their family in Coventry, RI. He is a member of the Greater Westerly-Pawcatuck Area Chamber of Commerce, Providence Chamber of Commerce, Christ the King Church, and is an assistant coach for Coventry Youth Soccer. He can be reached at Westerly Community Credit Union at 401-596-7000 x2112 or through www.westerlyccu.com.
About CUNA Mutual Group
CUNA Mutual Insurance Society (CMIS) is a member of the CUNA Mutual Group, a leading provider of financial services to financial institutions and their valued customers worldwide. As the company celebrates 75 years of market commitment in 2010, the CMIS vision is unwavering: to be a trusted business partner who delivers service excellence with customer-focused products and market-driven innovation. As of December 31, 2009, financial records of CUNA Mutual Group, a Fortune 1000 company, indicated $14.5 billion in assets, $12.8 billion in liabilities, $2.65 billion in operating revenues, and $1.6 billion in policyowner surplus.
*Representative is not a tax advisor or legal expert. For information regarding your specific tax situation, please consult a tax professional. For legal advice, including discussions on estate planning, consult your attorney.
Representatives are registered, securities are sold, and investment advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Nondeposit investment and insurance products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the financial institution. CBSI is under contract with the financial institution, through the financial services program, to make securities available to members.Go to main navigation