CPCU-Logo-1@2x

Smart Banking. Community Trusted.

Annuities and Retirement Planning

You may have heard that IRAs and employer-sponsored plans [e.g., 401(k)s] are the best ways to invest for retirement. That’s true for many people, but what if you’ve maxed out your contributions to those accounts and want to save more? An annuity may be an appropriate investment to look into.

It pays to shop around for the right annuity. In fact, doing a little homework could save you hundreds of dollars a year or more.

Let us do the work for you.

Holland Rajaniemi , CorePlus Wealth Management Advisor, may be reached at 860-885-3680 or [email protected]

PLEASE READ CAREFULLY
BEFORE YOU APPLY.

In order to process your application, you must answer the question below. Questions answered dishonestly will result in your application being denied.

 

 

 

Are you a current member of CorePlus Credit Union or do you live, work, or worship in New London County, Connecticut or Windham County, Connecticut?