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Financial Services


An Alignment of Values On Jan. 1, 2012, USAA and T e American Legion celebrated the fi rst anniversary of a relationship


built to last. As the preferred provider of fi nancial services for the nation’s largest organization of wartime veterans, USAA off ers banking, insurance and investment services to Legionnaires and their families. By joining USAA and purchasing products, Legionnaires directly contribute to American Legion programs that make diff erences in the lives of veterans, military personnel, children and youth. Kevin Bergner, chief administrative offi cer at USAA and a member of American Legion Post 2 in


San Antonio, describes the relationship as an alignment of values. “At USAA, everything we do is grounded in our core values of service, loyalty, honesty and integrity, and you just need to read T e American Legion Constitution’s preamble to see similarities in beliefs.” In addition to values and services, Legionnaires have discovered that USAA simply saves them money, compared to other fi nancial services companies. Like T e American Legion, USAA was formed by World War I veterans, with the sole mission of


providing fi nancial security for the military, veterans and their families. Ninety years later, USAA is one of the nation’s top-rated fi nancial and insurance providers. T e company has a growing membership of more than 8 million members and shares more than a business relationship with its members; USAA knows what it means to serve.


USAA products and services  Insurance services, including auto, home and property, life, health, long-term care, Medicare solutions


 Banking services, including 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, including mutual funds, IRAs, brokerage, college savings, personal-asset management, annuities and CDs


Contact  (877) 699-2654


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


Services Automobile Association and its affi liates. Banks 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 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. Investments provided by USAA Investment Management Company and USAA Financial Advisors Inc., both registered broker dealers.


Investments/Insurance: Not FDIC Insured • Not Bank Issued, Guaranteed or Underwritten • May Lose Value. Membership eligibility restrictions apply to purchase of property and casualty insurance and some bank products. USAA means United Services Automobile Association and its insurance, banking, investment and other companies. Insurance provided by United


32 T e American Legion Annual Report | 2012


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