investment services

BlueOx Investment Services

invest in your future

The BlueOx Investment Services program is offered through CUNA Brokerage Services, Inc.,* a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com.

BlueOx Investment Services provides members and businesses with personalized retirement, insurance and investment services through an arrangement with CUNA Brokerage Services, Inc. Whether you are a newly married young couple, parents planning for a child’s education, a worker planning for retirement or someone facing an unexpected job change, Financial Professional, Jerry Johnson, can help you reach your financial goals.

Your BlueOx Financial Professional Can Assist With:
 

  • Retirement Planning
  • Financial Portfolio Reviews
  • 401(k) Rollovers
  • Long-Term Care Insurance
  • Education Funding
  • Life Insurance
  • Wealth Management

Make an appointment with Jerry today! Call (269) 660-1354 or email jerry.johnson@cunamutual.com.

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upcoming virtual seminars

Three Transitions to Retirement

Are you ready to retire? You might be prepared for the financial transition, but you’ll experience lifestyle and emotional transitions as well. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement. 

During this session, you’ll learn:

  • How to confidently address the financial, lifestyle and emotional transitions to retirement
  • How to guard against risks and manage those that are inevitable
  • Whether you are ready for retirement

Session Details:

Date: August 5, 2020

Time: 6 p.m. EDT

Reserve your virtual seat

Income for Life

You have retirement goals and plans for your future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

Join us for a virtual session that can help you set your financial direction and answer more of your questions:

  • What sources of retirement income will you rely on?
  • What retirement risks do you face now that you’re drawing on their savings?
  • Which income strategies should you consider?
  • How can you use annuities to guarantee income for life?

Session Details:

Date: August 12, 2020

Time: 6 p.m. EDT

Reserve your virtual seat

How to Weather a Bear Market

When the market dips, what do you do? How do you react? Without a plan, reacting based on your instincts could hurt your long-term financial goals. Learn steps you can take now to prepare to weather the next bear market.

Attend a valuable virtual seminar, “How to Weather a Bear Market.” You’ll learn the answers to questions, including:

  • What is a bear market?
  • How does behavioral finance affect decision-making?
  • How do overreaction and bad decisions compromise long-term financial goals?
  • How do I weather a bear market?

Session Details:

Date: August 19, 2020

Time: 6 p.m. EDT

Reserve your virtual seat

Social Security and Your Retirement

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road when it comes to Social Security? Determining when to begin benefits could be one of the biggest financial decisions you face, and there are key issues to consider.

During the virtual seminar, you’ll find out more about your Social Security benefits and discuss the role they play when setting a clear direction for your financial future. You’ll learn the answers to your Social Security questions, including:

  •  What are the rules for starting your Social Security benefits?
  •  How do spouses coordinate their benefits?
  •  Are there different routes to take that could potentially increase your benefits?
  •  How do you decide where Social Security fits within your retirement plans?

Session Details:

Date: August 26, 2020

Time: 6 p.m. EDT

Reserve your virtual seat

Space is limited, so please make your reservations today. Please contact Jerry Johnson, Financial Professional, at (269) 660-1354 or by email at jerry.johnson@cunamutual.com with any questions about the virtual seminars.

*BlueOx Investment Services Financial Professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America. FR-2414059.1-0219-0321
†Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA.

 

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