Products

Investments# - We offer comprehensive products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, including self-directed, tax-deferred Individual Retirement Accounts (IRAs). We also offer products to fund plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Life Insurance: Life insurance is an effective way to help protect your family's lifestyle and future. Plus the cash value in a whole life insurance policy can be accessed via policy loans to help you supplement your retirement income when your protection needs decrease.* This cash value can also be accessed for other major life events and can play an important part in business succession or charitable giving plans.*

Long-Term Care Insurance: Going through life may require a little help along the way. So if you're planning ahead, long-term care insurance may help protect you or a family member's future plans and help preserve the assets you've worked so hard to build.

Retirement Income: Preparing for retirement is easier with the help of the guaranteed^ lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax-deferred fixed annuity that allows you to set aside money until you need it1. Either way, you will be assured a steady, dependable source of income for life.

Other Products: We have established relationships with other carriers, and can supply you with information on disability income insurance as well as individual and group health insurance products. If we don't offer it, chances are we can assist you.

To learn more about the products and services we offer, please feel free to give us a call or request a free consultation. We'll be happy to answer all your questions.

*Policy loans will accrue interest. Any outstanding loans plus interest will reduce the cash value and death benefit of the policy.

#Offered by NYLIFE Securities LLC (member FINRA/SIPC).

^Guarantees are backed by the claims-paying ability of the issuer.

1Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 59 1/2 may also be subject to a 10% federal tax penalty.

Investments:#

We offer products and services to help you develop a sound, long-term investment strategy. You can choose from over 2,500 mutual funds, self-directed, tax-deferred Individual Retirement Accounts (IRAs) and 529 college savings plans. We also offer products to fund employer-sponsored retirement plans for companies of all sizes, ranging from SIMPLE IRAs to full-service defined contribution and defined benefit plans.

Other Products:

We have established relationship with other carriers and can supply you with information on individual and group health insurance products. If we don’t offer it, chances are we can still assist you.

To learn more about our products and services, feel free to give us a call or request a free consultation. We’ll be happy to answer all your questions and make recommendations based on your specific situation.

* Accessing cash value will reduce the available cash surrender value and death benefit of the policy.

1 Guarantees are backed by the claims paying ability of the issuer.

2 Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before 59 ½ may also be subject to a 10% federal tax penalty.

Disclosure

Ronald Bock is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CO, FL, GA, NC, and NY. No insurance business may be conducted outside the states referenced.

Ronald Bock is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2831 Ringling Blvd Ste 109c, Sarasota, FL, 34237, 941-755-5518. In this regard, this communication is strictly intended for individuals residing in the states of CO, FL, GA, NC, NY, OH, PA, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Ronald Bock is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CO, FL, GA, MD, NC, NY, OH, PA, TN, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

BOCK FINANCIAL SERVICES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither BOCK FINANCIAL SERVICES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​