News and Product Specials from Your Credit Union

Letter from the CEO | Product Features and Offers  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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Allegacy
Winter 2018 Sharelines Newsletter
Table of Contents
Letter from Your CEO
LAST CHANCE for the 50 Years $50,000 Giveaway!
Workshops + Events
Member Perks
Member Poll
Are you looking forward to watching the Winter Olympics?

We'll be closed this quarter for MLK, Jr. Day on Monday, January 15 and for Presidents' Day on Monday, February 19.

A Note in Celebration

Tracy Duncan CFP® CFS Financial Advisor at Allegacy Investment Group, has been honored by Bank Investment Consultant magazine as one of the ‘Top 100 Bank Financial Advisors’ in the country.

The ranking is designed to recognize the most successful bank and credit union advisors based on several key areas such as assets under management, 12-month production, yearly percentage growth and amount of fee-based business. Duncan ranked number 42 in the country.
Archived Newsletters
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Product Promotion: 7-Month Deposit Specials
Save more, earn more
Begin the new year with a powerful solution to improve your financial fitness. Our 7-Month Certificate or 7-Month IRA Certificate allow you to earn premium dividends — the more you save, the more you earn. If you're expecting a tax refund, consider boosting it with this special.
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Product Feature: Mortgage Eliminator Loan
Pay off your mortgage faster.
If you’re well on your way to paying off your home loan, the Mortgage Eliminator Loan may prove a useful strategy to getting rid of that bill sooner. With rates as low as 2.99% APR and terms available from seven to twelve years, you can eliminate your balance sooner. Plus, there are little-to-no closing costs.
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Product Promotion: Credit Card
Be in control of your tomorrow
The Allegacy Visa Signature Rewards Credit Card can help you make things happen — from consolidating high-interest debt to having the flexibility to make purchases to meet your needs. Now until April 30, 2018, you can take advantage of one or both of our special introductory offers of 0.00% APR on purchases and 0.00% APR on balance transfers with a low 1.5% balance transfer fee.* Click here for important terms and conditions.
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Allegacy's Student Loans + Scholarships
Believe in what's possible.
You (and your child) are investing in the future. Allegacy believes in that, too. We also understand that where higher education is concerned, sometimes the numbers just don't add up. As an Allegacy member you have scholarship and student loan options to help complete the equation.
More »
The information contained in this email (the “Content”) is provided for informational and educational purposes only, without any express or implied warranty of any kind, including warranties of accuracy, completeness, or fitness for any particular purpose. The Content is not intended to be and does not constitute financial, investment, tax or accounting advice or a solicitation to buy or sell securities. The Content is necessarily general in nature and is not specific to you or anyone else. YOU SHOULD CONSULT YOUR OWN INVESTMENT, TAX OR ACCOUNTING ADVISORS BEFORE IMPLEMENTING ANY ADVICE INCLUDED IN THE CONTENT. By viewing or utilizing the Content, you agree that you will not hold DocuMatix, Inc., Allegacy or their affiliates or agents responsible for loss or damages resulting from the Content.
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