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

Understanding Medicare

Planning for retirement is never easy, and maneuvering through Medicare rules and regulations is one more step in an already confusing process. Join us for a no-cost, no-obligation informational seminar that can help answer your questions.

During the seminar, you’ll find out more about the basics of Medicare and how financial education can help you in retirement income planning. You’ll learn the answers to your Medicare questions and discuss:

  • Medicare basics and the differences between Parts A, B, C and D
  • Tips for choosing your coverage and enrolling in Medicare
  • How to consider health care costs when planning your retirement income

Session Details:

Date: October 14, 2020

Time: 6 p.m. EST

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)? Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

Join us for an informational 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: October 20, 2020

Time: 6 p.m. EST

Reserve your virtual seat

The Return of Conservative Investing

Market volatility. Low interest rates. Retirement risks. All of these headwinds are making it tougher than ever to know where to invest your retirement savings. In this virtual seminar, you’ll learn how conservative investments like certificates and annuities can help get your financial plan back on track.

In this session you will learn the answers to questions, including:

  • How can conservative investments help you face today’s economic risks?
  • What are the differences between certificates and annuities?
  • What are the different types of annuities?
  • How do you decide which conservative investment is right for you?

Session Details:

Date: October 28, 2020

Time: 6 p.m. EST

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: November 4, 2020

Time: 6 p.m. EST

Reserve your virtual seat

The 3 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. 

Here’s an opportunity to attend a valuable virtual seminar on this topic. 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 1 Details:

Date: November 9, 2020

Time: 12 p.m. EST

Reserve your virtual seat

Session 2 Details:

Date: November 9, 2020

Time: 6 p.m. EST

Reserve your virtual seat

Rethinking Diversification

In today's volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

Join us for an informational session that can help you think about your retirement savings plan, and learn answers to questions like:

  • What is traditional portfolio diversification?
  • How has the investment landscape changed?
  • How can you achieve your goals with the least amount of risk?
  • How can new annuity options help you rethink diversification?

Session Details:

Date: November 18, 2020

Time: 6 p.m. EST

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 1 Details:

Date: December 2, 2020

Time: 6 p.m. EST

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)? Here’s an opportunity to attend a valuable educational seminar on this important topic, at no cost and no obligation.

Join us for an informational 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 1 Details:

Date: December 8, 2020

Time: 12 p.m. EST

Reserve your virtual seat

Session 2 Details:

Date: December 8, 2020

Time: 6 p.m. EST

Reserve your virtual seat

Women and Investing

There’s no denying the facts: Women tend to earn less and live longer than men. If you’re a woman who would like to retire one day, you may need to save more and invest more than men. Here’s an opportunity to attend a valuable, virtual seminar on this important topic.

The virtual seminar will focus on taking control of your future through investing. You’ll also learn about:

  • Key investment principles every woman should know
  • Important opportunities like asset allocation
  • Understanding investor behavior
  • Differences between financial products like mutual funds and annuities

Session Details:

Date: December 9, 2020

Time: 6:30 p.m. EST

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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