Name that Account
This type of account allows you to earn up to 6.75% interest
What is the Genius Checking Account
"I've had my G-Wagon for two years and its taking so long to pay down!"
What is an auto refinance
"I want to open an account for my 1 year old baby"
What is Social Security Card
Offers a fixed low interest rate as low as 9.9%
What is a Platinum Credit Card
This account can be opened after someone passes away
What is an Estate Account
You may have a check made out to The Dog Ranch
What is a business account
"Good golly! I just made the minimum payment on all 18 of my credit cards and it was $1200!"
What is a debt consolidation loan (personal loan)
The qualifications in order to earn 6.75%
What are E-statements and 10 debit transactions of $5 or more
Is a variable rate and earns 1 point per dollar spent
What is a Rewards Credit Card
The beneficiary of this account may be the one receiving social security into it, but only an appointed person can access it.
What is a Rep Payee Account
This type of account earns better interest but allows funds to stay liquid
What is a money market account
"I am so sick of these $28 fees, theres gotta be a better option"
What is a personal line of credit
"I just got married and need to change my last name"
What is Marriage License and updated drivers license
Earns 1 point for every $2 spent
What is the debt card
A legal document allowing someone else to act on your behalf
Power of Attorney (POA)
This product earns more interest but is not available to use without penalty
What is a certificate of deposit (CD)
"I need a loan for $140,000 to build a pool"
"What is a home equity"
"I'm 15 and want to open up my first account!"
What is valid ID, social secuirty card, and an adult with valid ID
What is a falcon
This type of IRA can be opened by a teller
What is NONE!
Anything IRA should be directed to an MSR
This requires an insurance plan, signed contribution forms, and is used for medical expenses
What is a Health Savings Account
"I'm trying to buy another office building for my company. It costs $400,000"
What is MBC Loans. (Michigan Business Connect)
"I saw an ad on Facebook for a new TV, just pay shipping! But I never got it"
What is a dispute
Name this fee and amount you will be charged if you make a purchase in Mexico
What is a Foreign Transaction fee of 1.10%
You may see terms such as settlors or successors on this account that assigns ownership of assets
What is a Trust Account