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Financial Services


Preferred Provider of Financial Services In early 2011, T e American Legion united with USAA to deliver superior fi nancial and


insurance services to members of the nation’s largest veterans service organization. Like the Legion, USAA is a member-based organization formed by veterans of World War I who had diffi culty obtaining auto insurance aſt er they came home, and so decided to insure each other. From that humble beginning has grown one of the most reputable fi nancial-services organizations in the nation, now with more than 8 million members. Until recent years, USAA’s highly rated insurance was available only to military offi cers, former offi cers and their eligible families. Now USAA’s suite of services is available for honorably discharged veterans and their families, regardless of rank. Among the many benefi ts of USAA are Legion credit cards, investment services, banking, fi nancial advice and insurance programs. As the relationship has evolved, Legion members across the country have found substantial insurance savings by switching to USAA. USAA also provides personal-fi nance news and information for Legion media, including the monthly fi nancial-advice column in T e American Legion Magazine; Mission: Your Money videos on www.legion.org; and the popular interactive feature “Ask a Financial Expert” in the Legion’s online Financial Center.


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USAA Off ers  Insurance services include auto, home and property, life, health, long-term care, Medicare solutions and annuities.


 Banking services include checking, savings, credit card, certifi cates of deposit, mortgages, MoversAdvantage®, home-equity products, car-buying services, auto loans, personal loans, motorcycle/RV/boat loans, youth banking, college banking and credit monitoring.


 Investment services include mutual funds, IRAs, brokerage, college savings, personal-asset management, annuities and CDs.


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Contact  (877) 699-2654


Links  www.usaa.com/legionwww.legion.org/usaa


Member FDIC. Financial planning services and fi nancial advice provided by USAA Financial Planning Services Insurance Agency, Inc. USAA Financial Planning Services Insurance Agency, Inc. (known as USAA


Investments provided by USAA Investment Management Company and USAA Financial Advisors Inc., both registered broker dealers.


32 T e American Legion Annual Report | 2011


Financial Insurance Company in California, Lic. #0E36312), a registered investment adviser and insurance agency and its wholly owned subsidiary, USAA Financial Advisors, Inc., a registered broker dealer.


USAA means United Services Automobile Association and its insurance, banking, investment and other companies. Insurance provided by United Services Automobile Association and its affi liates. Banks


Not Bank Issued, Guaranteed or Underwritten • May Lose Value Membership eligibility restrictions apply to purchase of property and casualty insurance and some bank products.


Investments/Insurance: Not FDIC Insured •


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