Winter 2019 Newsletter

Insurance Options for a Healthy New Year

Get Your Max Refund and Special Savings on TurboTax Tax time doesn’t have to be stressful! With TurboTax, you’ll get your biggest possible refund fast and your taxes done right. Plus, Suncoast members save up to $20 on TurboTax federal products, all through tax season.

TurboTax makes it easy to find the best solution for your unique tax situation. Simple filer?

Homeowner? Independent contractor, freelancer or side-gigger? TurboTax has a product that is right for you.

Suncoast cares about our members. That’s why we offer insurance coverage to help provide protection and peace of mind. Stay healthy this year with insurance options like: • Virtual Care- Get 24/7 medical care without a per-visit fee with Virtual Care’s Teladoc service • Dental Insurance- Choose between MetLife Dental insurance or Dental Benefits Max, a discount program that is not insurance • Pet Insurance- Protect your furry and feathered family members with coverage from Nationwide Pet Insurance • Long-Term Care- Longterm care insurance helps give you financial protection against the cost of long-term care services Find out more and see all of our insurance options at suncoastcreditunion.com.

File with confidence, knowing that TurboTax guarantees 100% accurate calculations and runs thousands of error checks as you go. And if you need help, TurboTax has it: from answers online anytime, to unlimited advice and a final review from a CPA or Enrolled Agent with TurboTax Live.

Save on TurboTax today! Go to our website for more information.

Suncoast News WINTER 2019 In this issue: • Pay a Person with Your Phone • So Many Ways to Save with Suncoast • Start the Year Right with Financial Resolutions • New Year, New Ride

Join Us in the

• Suncoast Gives Back for Pay It Forward Day 2019

Community From shred days and car sales to parades and food drives, we’re proud to be active in our community. And we’d love for you to come out and join us!

Check out the community events page on suncoastcreditunion.com to see where we’ll be next!

SERVICE CENTER

NEWS

LET’S CONNECT

4085 Wedgewood Lane The Villages, FL 32162

• Plan for Your Future with STIS • Insurance Options for a Healthy New Year • Get Your Max Refund and Special Savings on TurboTax • Join Us in the Community

NOW OPEN The Villages Service Center (branch located inside Walmart)

• Get the Funding You Need for College

Connect with us on all of our social channels!

Facebook: Facebook.com/suncoastcreditunion Twitter: @SuncoastCU Instagram: @suncoastcreditunion YouTube: youtube.com/user/Suncoast1934

• Service Center News • Let’s Connect

Pay a Person with Your Phone Want to easily send money to anyone, no matter where they bank? You can with our Pay a Person feature on SunNet and SunMobile!

It’s a totally free and secure way to send money electronically to friends, family or anyone with a bank account in the U.S. All you need is their email address or mobile phone number.

Log in to SunNet or SunMobile today to try it out!

So Many Ways to Save with Suncoast Whether you’re looking for short-term gains or long-term savings, our savings options can help you reach your financial goals. Choose from certificate, money market and savings accounts that are fee-free and offer competitive rates and earnings.

• Earn a strong rate of return on your deposits • Grow your money safely with options to meet your needs • Set up direct deposit to automate your savings growth • Get peace of mind with an account that’s insured by the NCUA • Enjoy local service from right here in your community Visit a Suncoast branch and get started or learn more on our website.

Start the Year Right with

Financial Resolutions

New Year, New Ride

Get the Funding You Need for College Wherever you are in your higher education, get the money you need for school. Whether you’re an undergraduate, graduate student, or parent, get money for school from Sallie Mae®.

Sallie Mae® higher education loans are designed for the needs of undergraduates, graduate students, and parents.

Ready for a new car? We’ve got you covered! Whether you’re buying a new or used vehicle, we offer the same low rates to help you save money.

Our rates are lower than the Florida average and our service is excellent every step of the way. Plus we can help you save time with a number of convenient car buying resources and online preapproval.

• Competitive interest rates • Multiple repayment options • No origination fees; no prepayment penalty* Find more at suncoastcreditunion.com/studentloans. *Although we do not charge you a penalty or fee if you prepay your loan, any prepayment will be applied as provided in your promissory note: First to Unpaid Fees and costs, then to Unpaid Interest, and then to Current Principal.

Get started today at suncoastcreditunion.com!

You don’t need strict resolutions to improve your financial habits in 2020 and beyond. These financial resolutions are manageable goals that are easy to keep.

1. Monitor your accounts regularly to protect yourself from fraud 2. Create financial goals that work for your needs 3. Automate your saving to make it a priority, even if you start small 4. Find a fee-free financial institution 5. Work on your retirement plan, no matter your age 6. Learn money management skills 7. Get financial help if you need it Read this entire article with expanded information on each resolution at suncoastcreditunion.com/blog.

Suncoast Gives Back for Pay It Forward Day

2019

In October 2019, we celebrated our fifth annual Pay It Forward Day, where our employees could give back to the communities we serve. This year we had 741 employees, friends and family members volunteer for 2,470 hours to benefit approximately 75 organizations! The monetary value for our Pay It Forward Day hours is about $62,812, according to data from the Independent Sector.

Explore Ways to Grow Your Money with STIS Explore more ways to grow your money with personalized service every step of the way. Suncoast Trust & Investment Services representatives are here to help you decide what direction to go next.

Let’s sit down and look at your situation and your goals, and come up with a plan to help you meet them.

Some of our services include: • • • • • •

Brokerage and advisory services Education funding Financial planning Investment management Retirement planning Wealth management

To get started, contact our STIS professional today by calling 866.300.9382 or emailing STIS@suncoastcreditunion.com.

Suncoast Trust & Investment Services is a marketing name used by Suncoast Credit Union. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. Trust services offered through MEMBERS Trust Company, Office of the Comptroller of the Currency. CBSI and MTC are under contract with financial institution to make their services available. Not NCUA Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution.

FR

Start the Year Right with

Financial Resolutions

New Year, New Ride

Get the Funding You Need for College Wherever you are in your higher education, get the money you need for school. Whether you’re an undergraduate, graduate student, or parent, get money for school from Sallie Mae®.

Sallie Mae® higher education loans are designed for the needs of undergraduates, graduate students, and parents.

Ready for a new car? We’ve got you covered! Whether you’re buying a new or used vehicle, we offer the same low rates to help you save money.

Our rates are lower than the Florida average and our service is excellent every step of the way. Plus we can help you save time with a number of convenient car buying resources and online preapproval.

• Competitive interest rates • Multiple repayment options • No origination fees; no prepayment penalty* Find more at suncoastcreditunion.com/studentloans. *Although we do not charge you a penalty or fee if you prepay your loan, any prepayment will be applied as provided in your promissory note: First to Unpaid Fees and costs, then to Unpaid Interest, and then to Current Principal.

Get started today at suncoastcreditunion.com!

You don’t need strict resolutions to improve your financial habits in 2020 and beyond. These financial resolutions are manageable goals that are easy to keep.

1. Monitor your accounts regularly to protect yourself from fraud 2. Create financial goals that work for your needs 3. Automate your saving to make it a priority, even if you start small 4. Find a fee-free financial institution 5. Work on your retirement plan, no matter your age 6. Learn money management skills 7. Get financial help if you need it Read this entire article with expanded information on each resolution at suncoastcreditunion.com/blog.

Suncoast Gives Back for Pay It Forward Day

2019

In October 2019, we celebrated our fifth annual Pay It Forward Day, where our employees could give back to the communities we serve. This year we had 741 employees, friends and family members volunteer for 2,470 hours to benefit approximately 75 organizations! The monetary value for our Pay It Forward Day hours is about $62,812, according to data from the Independent Sector.

Explore Ways to Grow Your Money with STIS Explore more ways to grow your money with personalized service every step of the way. Suncoast Trust & Investment Services representatives are here to help you decide what direction to go next.

Let’s sit down and look at your situation and your goals, and come up with a plan to help you meet them.

Some of our services include: • • • • • •

Brokerage and advisory services Education funding Financial planning Investment management Retirement planning Wealth management

To get started, contact our STIS professional today by calling 866.300.9382 or emailing STIS@suncoastcreditunion.com.

Suncoast Trust & Investment Services is a marketing name used by Suncoast Credit Union. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. Trust services offered through MEMBERS Trust Company, Office of the Comptroller of the Currency. CBSI and MTC are under contract with financial institution to make their services available. Not NCUA Insured, No Financial Institution Guarantee, May Lose Value. Not a Deposit of Any Financial Institution.

FR

Insurance Options for a Healthy New Year

Get Your Max Refund and Special Savings on TurboTax Tax time doesn’t have to be stressful! With TurboTax, you’ll get your biggest possible refund fast and your taxes done right. Plus, Suncoast members save up to $20 on TurboTax federal products, all through tax season.

TurboTax makes it easy to find the best solution for your unique tax situation. Simple filer?

Homeowner? Independent contractor, freelancer or side-gigger? TurboTax has a product that is right for you.

Suncoast cares about our members. That’s why we offer insurance coverage to help provide protection and peace of mind. Stay healthy this year with insurance options like: • Virtual Care- Get 24/7 medical care without a per-visit fee with Virtual Care’s Teladoc service • Dental Insurance- Choose between MetLife Dental insurance or Dental Benefits Max, a discount program that is not insurance • Pet Insurance- Protect your furry and feathered family members with coverage from Nationwide Pet Insurance • Long-Term Care- Longterm care insurance helps give you financial protection against the cost of long-term care services Find out more and see all of our insurance options at suncoastcreditunion.com.

File with confidence, knowing that TurboTax guarantees 100% accurate calculations and runs thousands of error checks as you go. And if you need help, TurboTax has it: from answers online anytime, to unlimited advice and a final review from a CPA or Enrolled Agent with TurboTax Live.

Save on TurboTax today! Go to our website for more information.

Suncoast News WINTER 2019 In this issue: • Pay a Person with Your Phone • So Many Ways to Save with Suncoast • Start the Year Right with Financial Resolutions • New Year, New Ride

Join Us in the

• Suncoast Gives Back for Pay It Forward Day 2019

Community From shred days and car sales to parades and food drives, we’re proud to be active in our community. And we’d love for you to come out and join us!

Check out the community events page on suncoastcreditunion.com to see where we’ll be next!

SERVICE CENTER

NEWS

LET’S CONNECT

4085 Wedgewood Lane The Villages, FL 32162

• Plan for Your Future with STIS • Insurance Options for a Healthy New Year • Get Your Max Refund and Special Savings on TurboTax • Join Us in the Community

NOW OPEN The Villages Service Center (branch located inside Walmart)

• Get the Funding You Need for College

Connect with us on all of our social channels!

Facebook: Facebook.com/suncoastcreditunion Twitter: @SuncoastCU Instagram: @suncoastcreditunion YouTube: youtube.com/user/Suncoast1934

• Service Center News • Let’s Connect

Pay a Person with Your Phone Want to easily send money to anyone, no matter where they bank? You can with our Pay a Person feature on SunNet and SunMobile!

It’s a totally free and secure way to send money electronically to friends, family or anyone with a bank account in the U.S. All you need is their email address or mobile phone number.

Log in to SunNet or SunMobile today to try it out!

So Many Ways to Save with Suncoast Whether you’re looking for short-term gains or long-term savings, our savings options can help you reach your financial goals. Choose from certificate, money market and savings accounts that are fee-free and offer competitive rates and earnings.

• Earn a strong rate of return on your deposits • Grow your money safely with options to meet your needs • Set up direct deposit to automate your savings growth • Get peace of mind with an account that’s insured by the NCUA • Enjoy local service from right here in your community Visit a Suncoast branch and get started or learn more on our website.