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News

Save hundreds on car insurance as a member of CorePlus!

As a CorePlus member, you could save hundreds on car insurance. If you haven’t compared auto or home insurance rates lately, make an appointment with a Liberty Mutual Insurance representative Sandra Mosley for a customized quote. To learn more about how to get the savings and service you deserve click here.

Sandy Mosley

Liberty Mutual Insurance

Sales Representative II

860-383-1521

Categories
News

Five Keys To Investing For Retirement

Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started.

The CorePlus Wealth Management Services at CorePlus is staffed by Mr. Holland Rajaniemi who can help you map out a personal financial management program. 

To set a no-cost, no-obligation appointment, call Holland Rajaniemi at (860) 885-3680, or email at [email protected]. 

Categories
Announcements Financial Planning & Retirement News Seminars

Income for Life: Guaranteeing retirement income to last a lifetime – Virtual Seminar

Income for Life: Guaranteeing retirement income to last a lifetime

Virtual Seminar

January 27th at 6PM

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?

Click here to reserve your place at this upcoming seminar. 

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi
CorePlus Wealth Management Advisor
CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

 

 

 

 

 

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.  Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.

MGA-1866660(CM).2-0119-0221                                 

 If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes.

All guarantees are backed by the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.

Financial advisors are not tax advisors, attorneys or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney. For questions about Social Security, please contact your local Social Security Administration office. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully.

MGA-1372208(CM).3-0918-1020                                                                      © 2018 CUNA Mutual Group

Categories
Announcements News Seminars

Social Security and Your Retirement Virtual Seminar January 20 at 6PM

Happy old retired couple paying domestic bills online using computer app, satisfied bank clients senior middle aged grandparents holding papers make loan insurance payment at home on laptop on sofa

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

 During the 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?

Click here to reserve your place at this upcoming seminar.

You are welcome to bring a guest, but space is limited so please make your reservations today. Contact your CorePlus Wealth Management representative, Holland Rajaniemi at (860) 885-3680, or email at [email protected] with any questions.

Holland Rajaniemi

CorePlus Wealth Management Advisor

CorePlus Credit Union

202 Salem Turnpike
Norwich, CT, 06360

 

 

 

 

 

If you do not wish to receive marketing-related material from CUNA Mutual Group at this email address, please send a reply message to this email with “remove” in the subject line. The sender will contact you to ensure we comply with your wishes. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates.  Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Representatives are not tax advisors or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. To discuss your specific Social Security benefits, please contact the Social Security Administration office in your area.
MGA-1866660(CM).2-0119-0221   
© 2018 CUNA Mutual Group

Categories
Announcements News Seminars Uncategorized

Mortgage Refinancing Seminar Wednesday February 3 at 6pm or Saturday February 6 at 9am

Couple at home websurfing on internet

NOW is the time to REFINANCE! Mortgage rates are at an all-time low! Join our FREE online Zoom seminar and have all of your refinancing questions answered, while you learn from

CPCU’s Home Loan Specialist, Susan Dombrowski. See if refinancing your home loan makes sense for you.

•     Lower your rate and save money each month.

•     Shorten your term and be mortgage free faster.

•     Get the cash you need for renovations, debt payoff, or anything you choose!

CPCU has many options available, one size does not fit all. We will help you choose the loan that is right for you. Questions are welcomed! The seminar will last one hour. If you have attended this seminar before, you are welcome to join us again. Each session is tailored to the participants so you can learn something new every time.

To register email Elizabeth Zachow [email protected] with the date and time most convenient for you. The seminar will take place through Zoom and attendees will be emailed a secure link after registering.

 

 

 

Susan Dombrowski

Home Loan Specialist

NMLS #1835648