Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

Mortgage Lending

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Specialty Appointments

For Wealth, Financial Counseling, and Mortgage Lending appointments, please follow the steps below.

Wealth Management

For help with retirement, rollovers, and portfolio management, call 850-505-3200 ext. 8332 to meet with a licensed Wealth Manager.

Financial Counseling

For help with your finances, schedule an appointment with a Financial Counselor.
Meet with a Financial Counselor

Mortgage Lending

For all Mortgage appointments, please call 850-505-3200 ext. 8360 or email the Mortgage Department.

Insurance & Debt Protection

Expect the unexpected

Worry a little less about tomorrow

Protect your loan payments against the unexpected, such as a disability or another covered life event. It could help lighten the burden for the people you care about.

TruStage™ Life Insurance

Protect the people who matter most in your life with TruStage™ Life Insurance. Underwritten by CMFG Life Insurance Company, these plans fit your budget and provide excellent coverage. Call 1-800-814-2914 for more information or get a quote today.

Learn More About Available Life Insurance Policies

AD&D Insurance

As a PenAir member age 18 or older you can help protect your family’s financial future with Accidental Death and Dismemberment (AD&D) Insurance underwritten by Minnesota Life Insurance Company. In addition to the $1,000 credit union paid coverage, you can purchase additional coverage at group rates.

Start Protecting Your Family's Financial Future

Protection when it matters…

We are here to help!

In your time of need, our claims process is simple. If you elected Credit Insurance or Debt Protection on your loan, use this online claim process to file your claim.

Life
Disability
Involuntary Unemployment

If you prefer, call 800.621.6323 to begin the process and a TruStage™ claims specialist will assist you.

Claims

To begin, please fill out a claim form

Submit a Claim

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Health Savings Accounts

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Disclosures

Credit Life and Credit Disability Insurance, underwritten by CMFG Life Insurance Company (Home Office: Waverly, IA), is optional to purchase and will not affect your application for credit or the terms of any credit agreement required to obtain a loan. Certain eligibility requirements, conditions and exclusions may apply. Please contact your loan representative or refer to the Group Policy for a full explanation of the terms. Base Policy Nos. CI-MP-POL, CI-SP-POL, B3a-830-0996, B3a-800-0695, B3a-800-0288, CI-MP-CE-POL; CI-MP-OE- CCPOL; CI-MP-OE-POL; B3a-800-0992.

Debt Protection is optional and will not affect your application for credit or the terms of any credit agreement required to obtain a loan. Certain eligibility requirements, conditions, and exclusions may apply. Please contact your loan representative or refer to the contract for a full explanation of the terms. You will receive the contract before you are required to pay for Debt Protection. You may cancel the protection at
any time. If you cancel protection within 30 days you will receive a full refund of any fee paid.