SAVINGS
Helps School Employees save for the summer
Summer Saver/Paycheck Planner
Name 3 products that we can offer w investment services
Mutual Funds
Exchange-Traded Funds (ETFs)
Fixed and Variable annuities
Tax-deferred investments, including IRAs
Stocks and bonds
May help keep the cost of unexpected repairs down.
Mechanical Repair Coverage
A tool for Members to deposit checks at their own convenience
eDeposit
Work to earn the trust of Members and fellow team Members
EMBRACE
An account for Members hoping to purchase a home
My Home Savings Account
3 clues to look for when referring Members to Noemy or Travis
Direct Deposits from School Dist. or Investment accts
Districts listed on 403B paperwork
Large balances
Members mentioning retirement
Questions regarding IRA Rollovers/401K
rate shoppers
May help cover the difference between your insurance coverage and loan balance if your car is totaled or stolen.
GAP PLUS
Allows Members to schedule an appointment and check wait times w out having to call in.
ATM and Branch Locator
never lose sight of our heritage and purpose
RESPECT
A high-yield Certificate to help parents build a college fund or save for significant expenses for their kids
College Saver
Once the protected Member is 75 years old, the maximum payout is 25% of the total loan balance, or $25,000, whichever is less.
Life Plus
A fast, safe, and convenient way to pay friends and family
Zelle
use Members' money wisely
VALUE
An account that earns a higher rate than a Share Savings, with added flexibility to make occasional withdrawals when you need to.
Liquid Advantage Money Market
RG used to give Members view access to their 403b/457(b) accounts w Nationwide
RG:NATIONWIDE
Name 3 Products not eligible for PSP
Payroll savings loan
Classroom supplies loan
Uniform Loan
Wardrobe Loan
Single-Pay certificate Loan
Members can enroll to verify their identification when calling our Contact Center
Member Pass
accountable and responsible for actions
EMPOWER
A faster way to grow your savings — without the risk of investing
Share Certificate
A website where School Employees can make changes to their 403b/457 with Nationwide
Vehicles with ______ miles and above will not qualify for $250 or $500 deductibles
60,000
a tab on our website that gives Members access to financial education, financial advice, calculators, and workshops.
Schoolsfirstfcu.org ---> Financial Wellness
act as an advocate and trusted advisor
SERVE