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Insurance & Investments

Save Money On Your Auto and Homeowners Insurance

We are pleased to announce that Sharefax Credit Union has teamed up with Sentry Insurance to provide you with money-saving discounts on your auto and homeowners insurance.  

As a member, you are eligible for an additional discount of up to 10 percent, as well as have access to other preferred customer perks.  

Sentry Insurance, one of the largest and strongest mutual insurance companies in the country, was founded in 1904 and is headquartered in Stevens Point,  Wisconsin. With assets of more than $10 billion and a policyholder surplus of $2.81 billion, Sentry Insurance is rated A+ by A.M. Best, the industry's leading rating service.

There is no better time to switch insurance companies. For more information and to request a free insurance quote, click here, or call Jerry Grimm at 513-467-9500.

Go to Jerry's Website

Property and casualty coverages are underwritten by a member of the Sentry Insurance Group, Stevens Point , WI . For a complete listing of companies, visit sentry.com. Policies, coverages, benefits and discounts are not available in all states and are subject to individual underwriting rules. The Advantage discount is not available on all policy types and is contingent on premiums paid by payment option the company deems acceptable. See policy for complete coverage details.


Sharefax Financial Services

Sharefax Credit Union has joined forces with L.M. Kohn & Company, brokerage and investment management, to provide our members and small business owners with financial and investment advice in-house at each of our four locations.

With your membership at Sharefax you may receive free advice and consultation with licensed professionals that can help you decide what is best for your financial future.

To learn more about the products and services offered through Sharefax Financial Services or to make and appointment, contact a registered representative at (513) 753-2440 Option 7 or complete our email reply card.

Retirement Planning
  • 401k/IRA Rollovers
  • Pension Planning
Investments
  • Mutual Funds
  • Annuities
  • Equities
College Funding
  • 529 plan
  • Contact Garry Kohn at (513) 489-7526 ext. 112.
Insurance
  • Life, Disability, Long Term Care
For more general questions and more information regarding Retirement Planning, Investments and Insurance contact: Tim Mackey or Taft Hall at (513) 753-2440 ext. 1111.
 
Securities offered through L.M. Kohn & Company, Member FINRA/SIPC, 9810 Montgomery Road Cincinnati, OH 45242, (513) 792-0301, registered Broker/Dealer. Investments through L.M. Kohn & Company are not guaranteed by Sharefax or any affiliated entity. Annuities & Securities are NOT federally insured by the NCUA. Investments will fluctuate in value & involve investment risks, including the possible loss of principal.
  • Any investments through L.M. Kohn are not guaranteed by Sharefax or any affiliated entity.

  • Annuities & Securities are NOT federally insured.

  • Investments will fluctuate in value & involve investment risks, including the possible loss of principal.

 

 

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