Members Circle, January 2013 Newsletter

Embed Size (px)

Citation preview

  • 7/29/2019 Members Circle, January 2013 Newsletter

    1/2

    Whats your financial IQ?Want feedback on how smart you are about money? Alliant can help. Our free 10-minute, financial quiz providesa reality check.

    Alliant designed this quiz to discover how well Americansare doing financially and how we may help improvetheir situations. We sent the quiz to 1,000 randomlyselected employed individuals in September 2012. Then,to measure how well Alliant members compare against

    this national average,we also sent the quiz to1,000 of our members

    in November 2012.

    We discovered that Alliantmembers enjoy, on average,a financial wellness score thats19% higher than thenational average. And thatour members, on average,

    have a financial literacyscore 11% higher

    than thenational

    average.

    We also found that the average American and the averagAlliant member share the same top three financial goals:

    1) To save for retirement (55% of our members havethis goal, compared to 48% of Americans)

    2) To build up an emergency savings account (44%of our members have this goal, compared to 58%of Americans)

    3) To pay off credit card debt (21% of our membershave this goal, compared to 40% of Americans)

    Alliant will use our financial wellness quiz to help growour membership and to help our members to achieve andmaintain their financial well-being.

    So, are you ready to compare your financial savvy againthe average? Go to www.alliantcreditunion.org andtake the quiz.

    contents

    Whats your financial IQ?

    Notice of MembersAnnual Meeting

    Happy Valentines Day fromour members

    ww.alliantcreditunion.org a newsletter for Alliant Credit Union members January 201

    DIVIDEND

    ebruary Savings Dividend

    ECLARED JANUARY 17, 2013

    he February 2013 Savingsnd IRA dividend, declared1/17/2013, provides a Compounded

    Annual Percentage Yield of

    0.70%APY

    ividends are paid on the

    ast day of the month to

    ccountholders who have

    maintained an average daily

    alance of $100 or more.

    avings dividend is subject to

    hange monthly.

    February Checking Dividend

    DECLARED JANUARY 17, 2013

    The February 2013 High RateChecking dividend, declared01/17/2013, provides a Compounded

    Annual Percentage Yield of

    0.65%APYChecking dividends are paid on

    he last day of each month to

    accountholders who meet the

    equirements of the account.

    Checking dividend is subject to

    change monthly.

    members circle

    Notice is hereby given that the Members Annual

    Meeting of Alliant Credit Union will be held at

    Alliant Headquarters, 11545 W. Touhy Avenue,

    Chicago, Illinois, on Thursday, February 28, 2013,

    at 9:30am to 10am CT for the purpose of electing

    Board of Directors of said Credit Union and

    transacting such other business as may properly

    come before the meeting.

    Secretary

    Alliant Credit Union Board of Directors

    Notice of Members Annual Meeting

    Take our self-administered quiz at www.alliantcreditunion.organd youll get ascoreonhowwellyouredoingnancially

    ascoreforyournancialliteracy

    animmediate,personalizedreportthatincludestipsonhowtoboostyournancialIQandhowtouse Alliants financial wellness resources to maximize your financial well-being

    Note: your quiz results will be recorded anonymously and Alliant will not collect any information to identify you.

  • 7/29/2019 Members Circle, January 2013 Newsletter

    2/2

    Marty Fallor, Rancho Santa Fe, CA

    Alliants Scott Meyer is the most knowledgeable, pleasant and friendly service person Ive ever dealt with.

    Im a car person who currently enjoys having six cars. I love to buy, ride, own and sell cars. I first contacted

    Alliant to get Mechanical Repair Coverage (MRC), an extended service warranty, for an 06 750 LI BMW Ibought. Most recently, I bought MRC for my 2006 Porsche. Because of Scotts level of service, Ive referred

    many friends to Alliant to get MRC and theyve been equally impressed by his professionalism. If you can find

    somebody who is more enthusiastic about Alliant than I am, then Id like to talk to him or her.

    Lisa Debus, Hanover Park, IL

    Joining Alliant was probably the best financial move

    I ever made. Ill never go back to a big-name bank.

    Janet Tyse,Prospect Heights, IL

    Jessica Rivera did an awesome job helping my son open an Alliant account and get a loan

    for his first car! She was very patient and thorough. We got the loan check the same day

    and were so happy the process was so quick. My son, Robert, drove away with his new car

    sooner than planned. Thanks.

    Audrey Olsen, Jamaica, NY

    Alliant doesnt have a branch near where I live. But, Im happy

    that there are so many ATMs I can use nearby for free.

    Laurette Harmon, River Forest, IL

    I would like to thank Stacy Ahlgren for her help in generating an auto loan for my niece, Colleen.

    Colleen is a recent college graduate who had just started a sales job and needed a car right away for

    her new position. Stacy did an amazing job, working diligently and patiently to process the loan under

    a big crunch time. Thanks to Stacy, Colleen is now the proud owner of a beautiful new car and was

    ready to drive off to start her new career in style.

    Doug and Betty Conrad, Saint George, UT

    My refinancing with Alliant went better than any refi or new closing we have had. We

    are extremely happy with the professionalism, speed and efficiency of Alliant, including

    Loan Consultant Richard Steeley, the processors and the notary. The process was totally

    painless and we thank you.

    fice closingsnt will be closed in observance

    e following holidays:

    sidents Daynday, February 18, 2013

    morial Daynday, May 27, 2013

    venient 24/7/365 account accessnline banking at

    ww.alliantcreditunion.org

    obile banking app for Android

    ad, iPhone and iPod touch

    ember Contact Center

    800-328-1935

    elf Service Telephone

    800-482-5328

    ver 80,000 surcharge-free

    TMs nationwideid is a trademark of Google, Inc. iPhone, iPad and

    ouch are registered trademarks of Apple, Inc.

    dial direct: Alliant is there when you need us

    PO Box 66945, 11545 W. Touhy Avenue

    Chicago, IL 60666-0945

    www.alliantcreditunion.o

    NEW2

    For Alliant Branch locations, AlliOnline Banking, and product and

    information, visit our website:www.alliantcreditunion.org

    This newsletter is for members personal use only. Reand/or selling the contents of this newsletter without permission from Alliant Credit Union is prohibited. CoArticles are prepared as an educational service for AThey should not be relied on as a substitute for individor legal research. Articles in this newsletter are not inused (and may not be relied on) for penalty avoidance

    Alliant Retirement andInvestment Services

    Financial Consultants are availableto serve members in all states.Call 800-328-1935, option 9.

    NEW! Deposits/PaymentsPO Box 2387Des Plaines, IL 60017-2387

    NEW! Credit Card PaymentsPO Box 1666Des Plaines, IL 60017-1666

    All Other Correspondence andIRA and HSA depositsPO Box 66945, Chicago, IL 60666-0945

    Mortgage Hotline800-328-1935

    Press option 5, then option 1MonFri, 8am5pm CT

    Auto/Home Insurance888-380-9287MonFri, 6am10pm CTSat, 6am 8pm CT

    GreenPath Debt Solutions877-337-3399MonThur, 7am9pm CTFri, 7am6pm CTSat, 8am5pm CT

    Alliant Headquarters11545 W. Touhy AvenueChicago, IL 60666

    Member Contact Center800-328-1935

    24/7 personal assistanceTDD/TTY 773-462-2300

    Self Service Telephone (SST)800-482-532824/7 automated account access

    VISA Debit Card800-328-1935

    VISA Credit Cards24/7 Member Service/Account Info/Lost or Stolen:866-444-8529

    VISA Gift CardPurchase: 800-328-1935Support Center: 866-466-2362

    Federally insuN

    2 keeping customers satisfied

    Robert in his newAlliant-financed car

    Colleen Harmon (L) of Cleveland, OH

    and Laurette(R)

    Scott Meyer,Loan Consultant,Alliant HeadquarChicago, IL

    Jessica Rivera, Member BenefiSpecialist, OHare InternationalAirport Branch, Chicago, IL

    Richard Steeley,Mortgage Loan ConsultanAlliant Headquarters,Chicago, IL

    Stacy Ahlgren,Relationship Advisor,Willis Tower Branch,Chicago, IL

    Happy Valentines Day from our membersAt Alliant, everyday is a Valentines Day a chance to provide members like you with friendly, efficient and personalized service.Note: We ran out of space for members Valentine messages in this issue, so look for a few more in the February issue of Members Circle.