inspiring our members to achieve financial success

Investments & Insurance

We're the resource you can tust for your investment and insurance needs
Oxford Federal Credit Union offers investment and insurance products and services that are designed to help you build and protect your family's financial security. Contact any of the local financial professionals below to set up a convenient meeting or consultation.

Get on the Road to Smart Retirement Planning

Have you met out financial planning partner Steve Dean of Northeast Planning Associates? Steve is available to meet with our members, at no cost, when you schedule an appointment by calling 207.696.0914.

Do you have a Financial Plan? Are your financial decisions supporting that plan? No matter what your age, income level or profession, planning for your future can help transform your visions into reality.

At Oxford Federal Credit Union, we offer our members access to financial planning through Northeast Planning Associates, Inc. and investments through LPL Financial.

The cornerstone of the planning process is a comprehensive, individualized financial plan prepared especially for you. A Financial Planner can analyze your current situation and offer you objective advice about laying a foundation that will help you pursue your financial goals, objectives, and dreams.

Whether your objectives involve saving for retirement, reducing your tax burden, managing your investment portfolio, or protecting your assets, an advisor can prepare a personalized plan with specific courses of action for you to consider.

 

Disclosures - Steven Dean offers financial planning through Northeast Planning Associates, Inc. (NPA), a Registered Investment Adviser. Securities and advisory services offered through LPL Financial, a Registered Investment Adviser and member FINRA/SIPC. Oxford Federal Credit Union, NPA and LPL Financial are not affiliated. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, IN, ME, NC, NH, NY, OK, RI, SD and VA. Insurance products offered through LPL Financial or its licensed affiliated. The investment products sold through LPL Financial are not insured Oxford Federal Credit Union deposits and are not NCUA insured. These products are not obligations of Oxford Federal Credit Union and are not endorsed, recommended or guaranteed by Oxford Federal Credit Union or any government agency. The value of the investment may fluctuate, the return of the investment is not guaranteed and loss of principal is possible.

Any amount of coverage can make a difference. TruStage Life Insurance.

Expect the best out of life, but be prepared.
You’ve always done what’s right for the ones you love. Taking steps to ease the financial burden if you were to die is just one more way to show you care.

What’s covered?
TruStage® Life Insurance pays an income-tax free, cash benefit that your family can use for any reason—like funeral expenses, mortgage payments or unpaid debts.

What are the advantages?
TruStage helps make it easy to compare insurance and explore options you can afford—so you can make a good decision today for your family:

  • Compare life insurance options
  • See instant quotes based on your budget
  •  Apply online or over the phone

Don’t wait another day to be prepared. Get an instant quote online today. Or, call 1-855-266-4784 and talk to a licensed agent.

A Tradition of Strength
TruStage is underwritten by CMFG Life Insurance Company, which is rated “A” (Excellent) as of February 2017 by A.M. Best, an independent rating service that evaluates financial stability and operating performance. “A” is the third-highest of 16 ratings.

TruStage® Insurance is offered by TruStage Insurance Agency, LLC and issued by CMFG Life Insurance Company. The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union. © 2017 TruStage Insurance Agency DTCG-1753162.1

TruStage®  Auto & Home Insurance Program
You trust Oxford FCU to make products and services available to help you do more with what you have. That's why we've joined with a dedicated team of insurance professionals to bring you the TruStage Auto & Home Insurance Program.

Working with carefully selected insurance companies, these programs can provide discounted rates designed for credit union members, online services, and 24/7 claims service.

If you haven't compared auto or home insurance rates lately, it's a great time to take a look. Oxford FCU membership could result in some nice savings.

Get your free quote today or call 1.855.483.2149.

 
TruStage® Auto and Home Insurance program is offered by TruStage Insurance Agency, LLC and issued by leading insurance companies. Discounts are not available in all states and discounts vary by state. The insurance offered is not a deposit and is not federally insured. This coverage is not sold or guaranteed by your credit union. © TruStage Insurance Agency 2017
 
AHE, AHL-1339491.2

Do You Need Health Insurance, Medicare Insurance, or Just Have Questions?

Whether you want to take advantage of annual open enrollment or find out if you qualify for a special election period, you know have a local resource at Oxford FCU.

Oxford FCU offers members access to free consultations on individual and small business health insurance, as well as Medicare Advantage/Medicare Supplement services through Courtney Cowan of Northeast Planning Associates, Inc. Courtney is a licensed Maine Life & Health Insurance Producer with Northeast Planning Associates, and is available to meet with Oxford FCU members.

To schedule an appointment, call 207.696.0914 or email ccowan@northeastplanning.com

Courtney Cowan (license #PRR252278) offers insurance products through Northeast Planning Associates, Inc. (NPA), a licensed insurance agency. When you buy or sell insurance products through Courtney Cowan, you are doing business with NPA and not Oxford Federal Credit Union. Oxford Federal Credit Union does not receive compensation as a result of your purchase or sale of insurance products through NPA. Oxford FCU and NPA are not affiliated. Not NCUA Insured, No Credit Union Guarantee. 16-340

Accidental Death & Dismemberment (AD&D) Insurance from TruStage

Accidents can happen anytime. Don’t leave them unprepared.
Your untimely accidental death could leave your family with long lasting financial burdens. Accidental Death & Dismemberment insurance can help give them a safety net.

How does it work?
As a member of Oxford Federal Credit Union you are eligible to enroll for $4,000.00 of no-cost TruStage® Accidental Death & Dismemberment Insurance underwritten by CMFG Life Insurance. AD&D insurance can pay a cash benefit to your beneficiary if you die in an accident or suffer a serious injury.

What’s covered?
Once you enroll, AD&D insurance pays a cash benefit to your beneficiary if you die from an accident or you are seriously injured. Credit union members ages 18 and over can also choose to increase their protection (Member Only Plan) or their family's (Family Plan) with up to an additional $300,000 in coverage.

Acceptance is guaranteed and there are no medical questions.‭
Enroll today at www.TruStage.com/ADD‬‬‬‬

TruStage® AD&D Insurance is offered by TruStage Insurance Agency, LLC and underwritten by CMFG Life Insurance Company. ‭The insurance offered is not a deposit and is not federally insured or guaranteed by your credit union.‬‬‬ Base Policy Series E10a-014-2012, E10a-ADD-2012 and E10a-015-2012.‬ ADD-1607689.1