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make yourself at homemake yourself at home
ENTER TO WIN $3,000 WHEN YOU
FINANCE/REFINANCE YOUR MORTGAGE OR HOME EQUITY LOAN
IN MARCH, APRIL OR MAY
Have CU questions? Send to: [email protected]. This publication does not constitute legal, accounting or other professional advice. Although intended to be accurate, neither the publisher nor any contributing party assumes liability for loss or damage due to reliance on this material. Shell Federal Credit Union publication. All rights reserved.
UPCOMING EVENTS
April 10, 2018 - TuesdaySRTIS Women and Investing Workshop6PM – 7PMShell FCU, Deer Park301 E 13th StDeer Park, TX 77536– OR –April 11, 2018 - Wednesday6PM – 7PMShell FCU, Bay Area1600 West Bay Area BlvdHouston, TX 77058Learn how to take charge of your financial future through investing. Help achieve financial freedom for yourself and those you love. Enjoy refreshments and a chance to win door prizes. Limited seating available. RSVP online at www.ShellFCU.org
April 14, 2018 - SaturdayPet Adoption Day10AM – 12PMShell FCU, Deer Park301 E 13th StDeer Park, TX 77536The FCU Team has partnered with the Pasadena Animal Shelter to host a pet adoption day at the Shell FCU Deer Park location. Volunteers are needed to help set up, watch and walk the animals, hold signs to attract attention and much more. Want to volunteer at this event? Visit GoVolunteerToday.org to sign up.
May 15, 2018 - TuesdaySRTIS Investment Basics Workshop6PM – 7PMShell FCU, Woodforest5544 E Sam Houston Pkwy NHouston, TX 77015– OR –May 16, 2018 - Wednesday6PM – 7PMShell FCU, Spring6232 FM 2920Spring, TX 77379Join us for this workshop to learn how to start investing and what options are available to you. Enjoy a chance to windoor prizes. Limited seating available. RSVP online at www.ShellFCU.org
MAKE YOURSELF AT HOME WITH SHELL FCU
Depositing checks is now easier than ever by using a Shell FCU ATM or through Mobile Deposit via the Mobile Banking App!
When using a Shell FCU ATM choose the deposit option and select check. When prompted, insert your item(s) and complete the transaction. Within the Shell FCU Mobile App, choose the Mobile Deposit feature on the main menu or floating menu. Mobile Deposits are quick, secure, and easy. Simply follow the instructions for proper endorsement information, before taking pictures of the check for deposit processing.
You can deposit to any of your Shell FCU savings or checking accounts via the ATM or Mobile App. Checks deposited into the ATM or through the Mobile App are subject to holds. Deposits are reviewed daily, Monday – Friday, excluding Federal holidays. Please reach out to us if you have any questions.
If you are between the ages of 15-25, you can earn $10 just for referring your family or friends to Shell FCU! As the referring member, you will receive a $10 reward every time you refer someone between the ages of 15-25 who opens a new Savings and Checking account with Shell FCU! The new member will receive a $5 initial Savings deposit, $1 initial Checking deposit and a $10 reward when they open their accounts. Refer your family and friends before May 31st to cash in on your reward!
SPRING 2018 A PUBLICATION OF SHELL FEDERAL CREDIT UNION
iLIFE NEW MEMBER REFERRAL
Shell Federal Credit Union is federally insured by the National Credit Union Administration (NCUA) and is an Equal Opportunity Lender. Anyone who lives, works, worships, attends school or regularly conducts business in Harris County, TX can bank with Shell Federal Credit Union once a $5 savings account is established. Mortgage loan approvals are based on underwriting criteria and this promotion is not a commitment to lend. This offer cannot be combined with any other offer and Shell Federal Credit Union reserves the right to discontinue promotions without notice at any time for any reason. Mortgages and Home Equity Loans closed March 1st through May 31, 2018 will be entered to win $3000. No Purchase Necessary. Anyone can enter the drawings by sending a 3x5 postcard by May 31, 2018 with their name, address and phone number to: Shell FCU – Make Yourself At Home, P.O. Box 578, Deer Park, TX 77536. One postcard per individual and odds of winning are based on number of entries. For complete promotion, Mortgage or Home Equity details visit www.shellfcu.org.
DEPOSITING CHECKS VIA APP & ATM
Shell FCU is federally insured by the National Credit Union Administration (NCUA) and is an Equal Opportunity Lender. Anyone who lives, works, worships, attends school, or regularly conducts business in Harris County, TX can bank with Shell FCU once a $5 savings account is established for membership. Accounts must be opened by May 31st, 2018 to qualify for incentives. REFERRED INDIVIDUAL: Must not be a member or previous member of Shell FCU. The initial $5 savings account and $1 checking account deposits at time of account opening. REFERRING MEMBER: Each coupon that is returned to Shell FCU upon opening a new savings and new checking account will be eligible for the $10 reward. Intended for ages 15-25.
www.ShellFCU.org 713-844-1100 800-388-5542Federally Insured by NCUA
SPRING 2018PAGE 2
HOLIDAY CLOSINGSFriday, March 30th, 2018Good Friday
Monday, May 28th, 2018Memorial Day
Wednesday, July 4th, 2018Independence Day
Insurance products are not deposits of Shell Federal Credit Union and are not protected by the National Credit Union Administration (NCUA). They are not guaranteed by Shell FCU and may subject risk. Any insurance required as a condition of an extension of credit by Shell FCU need not be purchased from Shell Insurance Agency, LLC and may be purchased from an agent or an insurance company of the member’s choice. Shell Insurance Agency, LLC is a subsidiary of Shell FCU. Business conducted with Shell Insurance Agency, LLC is separate and distinct from any business conducted with Shell FCU.
SHELL FCU CAREER OPPORTUNITIES
We are searching for friendly and outgoing individuals who are committed to great member service and who can exhibit our Service Distinctions and Shell FCU Employee Creed.
Visit www.ShellFCU.org to apply for our current open positions.Shell Federal Credit Union is an equal opportunity and an affirmative action employer and committed to providing equal opportunity for all employees and applicants for employment, without regard to race, religion, color, sex, sexual orientation, gender identity, national origin, age, citizenship status, marital status, protected veteran status, mental and/or physical disability, pregnancy, or any basis prohibited by State or Federal law.
AUTO HOME RENTERS I.D. THEFT PET
713-844-1111www.ShellInsuranceAgency.com
Jon R. ThompsonWith 20 years of experience, Jon is known for his knowledge and understanding of College Planning, Retirement Planning
Strategies and Retirement Spending Strategies. Jon listens to the needs of his clients and provides tools assisting with
known and unknown risks.To schedule a no-cost, no obligation
appointment with Jon, call 713-844-1159 or email [email protected]
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. Trust Services are provided through MEMBERS Trust Company, a Federal Thrift regulated by the Office of the Comptroller of the Currency. CBSI and MTC are under contract with the financial institution to make securities and trust services, respectively, available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution.*Prior to requesting a rollover from your employer-sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. AdTrax FR-1874074.1-0817-0919
Mutual FundsRetirement PlanningEducation Planning
Life InsuranceTrust Services
Wealth Management401(k) / Pension Rollovers*
Services Provided:
Meet Your Financial Advisor!
Auto Exam has provided pre-purchase auto inspections on new and used vehicles for Shell FCU members for 26 years now. In fact, Shell FCU was the 1st of 400+ credit unions to work with Auto Exam Inc. Since Hurricane Harvey, Auto Exam has saved over 41 of our members from purchasing flooded vehicles and more than 100 vehicles with serious mechanical issues. With over 26 years of experience, the experts at Auto Exam protect our members from buying a dream car that turns into a costly nightmare! Inspect before you buy. The AE team can help you. For more information, visit www.autoexam.com or call us at 800-709-5792.
WITH US YOU’RE FAMILYSince 1937, Shell FCU has been improving lives through service, lending, financial planning and positive support. This year we want to continue looking out for our neighbors, family, members–YOU! Because at Shell FCU “With Us You’re Family.” Shell FCU is Shelling Out $20,000 in 2018. Enter to win one of five quarterly $1,000 prizes when you obtain an auto, signature, home equity or mortgage loan. For complete details visit www.ShellFCU.org. Thank you for the opportunity to serve you and we appreciate the trust you place in Shell FCU as your primary financial institution!
ENTER TO WIN
QUARTERLY PRIZES!
KATY BRANCH COMING SOON!
We are opening a new Shell FCU branch in Katy, TX this May at 23125 Morton Ranch Road. For more details, watch our social media or visit www.ShellFCU.org.
MEMBER DISCOUNTSSpring is in full swing! Remember to visit www.ShellFCU.org (click on Benefits, located at the top of the homepage and then select Ticket Discounts) for member discounts. Enjoy discounted tickets from the following local attractions: Six Flags Fiesta Texas, Schlitterbahn, Wet ‘n’ Wild Splashtown, Typhoon Texas, Houston Museum of Natural Science, and the Houston Astros
AUTO EXAM HELPING SHELL FCU MEMBERS
