TRUSTONE FINANCIAL
Transcription
TRUSTONE FINANCIAL
TRUSTONE FINANCIAL Minneapolis, MN trustone financial naming, LOGO & TAGLINE DEVELOPMENT Diane Rekuski Licensed Sales Assistant Financial Network Investment Coporation Investment Services P. 763.512.6166 800.862.1998 F. 763.542.4202 E. rekuskid@financialnetwork.com 6500 Olson Memorial Highway #10 - 4.125 x 9.5 Die: 04-1065 Prints: Red 201 & Black Minneapolis, MN 55427 Teachers FCU SO#283242 copy 12 TRUSTONEFINANCIAL.ORG 763.544.1517 | 800.862.1998 14601 27th Ave North, Suite 104 | Plymouth, MN 55447 visit us at trustonefinancial.org trustone financial Identity - stationery SYSTEM and containment folder balance ons c h e c k i n g D ep o s i t apple Valley 14690 galaxie avenue golden valley 6500 olson memorial Highway golden Valley 6500 olson Memorial Highway golden Valley 6500 olson Memorial Highway maple grove 7851 Elm creek Boulevard Maple grove 7851 elm creek Boulevard Maple grove 7851 elm creek Boulevard renville 208 nor th main street renville 208 nor th Main street nvEst e ain street yo u r f u t u r e t a t i m e inVest st. cloud 620 roosevelt road ud lt road i n v es tm en ts renville 208 nor th Main street a n d s e c u r e yo u r f u t u r e roseville o n e s t e p at a t i m e roseville 2150 lexington avenue n. le t e p a avenue n. stepping stones sl o e rcvai tci o e sn s apple Valley 14690 galaxie avenue ove boulevard u r e rock solid aa t inosn s c o n s u m e lro c lo apple valley 14690 galaxie avenue lley e avenue alley rial Highway f o rwa r d m ov i n g laoc ccaot ui onnt ss 2150 lexington avenue n. roseville 2150 lexington avenue n. st. cloud 620 roosevelt road st. cloud 620 roosevelt road inVest a n d s e c u r e yo u r f u t u r e o n e s t e p at a t i m e investments are: not ncusif insureD, not a Deposit, not guar anteeD BY tHe creDit union, not insureD BY anY feDer al goVernMent agencY, M aY lose Value. securities are of fered through financial net work investment corporation, a registered broker/dealer and member sipc. trustone financial and financial net work are not af filiated. financial net work is located at trustone financial, 650 0 olson M emorial Highway, golden Valley, Mn 55427. trustonefinancial.org ncial.org 7 6 3 . 5 4 4 . 151 7 8 0 0 . 8 6 2 .19 9 8 | trustonefinancial.org t r u stt rounsetf o i nna en. coi a r lg. o r g 8 0 0 . 8 6 2 .19 9 8 7 6 3 . 5 4 4 . 151 7 | 7 6 3 . 5 4 4 . 151 7 8 0 0 . 8 6 2 .19 9 8 | 8 0 0 . 8 6 2 .19 9 8 at the core of trustone financial, we believe in helping you save more of your own money. We understand that there are many competing demands when it comes to deciding to set up a savings plan. that’s why we are commit ted to of fering you solid deposit ser vices with features that make regular saving an easier choice. i r a’s an individual retirement account ( ir a) is a long - term savings program. o ver the years, compounding can make a real dif ference, adding up to a more comfor table retirement for you. We of fer the ir a daily share account for incremental savings and cer tificates with a fixed rate for a given term. s H a r e acco u n t Your share savings account is the account that gets ever y thing star ted with your banking relationship with trustone financial. When you deposit your first $10 into a share account, you become a member and an owner. PaY Yo u rs el f fi rs t to help make saving a regular par t of your budget, the exper ts at trustone financial can show you how direct deposit and automatic transfers into any of our deposit products add up. share accounts earn dividends and you receive a quar terly account statement of all activit y. additional share accounts can be opened to help save for a special purpose, like a family vacation, a down payment for a home, or a col lege education. You can even name the account, so that you can keep your goal in sight. so li d fo u n dati o n lo c at i o n s lo m o rtg ac ga e ts i o n s solid o n l i n e apple Valley 14690 Galaxie avenue apple Valley 14690 galaxie avenue apple Valley 14690 galaxie avenue Golden Valley 6500 olson Memorial Highway golden Valley 6500 olson Memorial Highway golden Valley 6500 olson Memorial Highway Maple Grove 7851 Elm creek Boulevard Maple grove 7851 Elm creek Boulevard Maple grove 7851 elm creek Boulevard inVEst Renville 208 nor th Main street a n d s e c u r e yo u r f u t u r e Roseville o n e s t e p at a t i m e 2150 lexington avenue n. st. cloud 620 Roosevelt Road tRustonefinancial.oRG 7 6 3 . 5 4 4 . 151 7 | 8 0 0 . 8 6 2 .19 9 8 inVest renville 208 nor th Main street a n d s e c u r e yo u r f u t u r e roseville o n e s t e p at a t i m e renville 208 nor th Main street 2150 lexington avenue n. roseville 2150 lexington avenue n. st. cloud 620 roosevelt road st. cloud 620 roosevelt road trustonefinancial.org 7 6 3 . 5 4 4 . 151 7 | 8 0 0 . 8 6 2 .19 9 8 tHe strengtH safe and secure onc kaitni ogn s bl a d eb i t c a r d yo u wi ll rely o n M o n e Y fu n d acco u n t Yo u r M o n e Y i s sa fe the Moneyfund account is designed for those looking to get rewarded, plus keep their money liquid. it requires a minimum balance of $2,500 to open and earn dividends. dividend rates climb with your level of investment in this account. Your trustone financial savings, checking, and cer tificates are federally insured to $250,000 by the national credit union administration ( ncua), an agency of the federal government. for balances that exceed $250,000, trustone financial provides additional private excess share insurance at no charge that will insure your savings balances for an additional $250,000 for each qualif ying account. c ert i fi c at es When you’re ready for more of a commitment than a traditional savings account, we have a variet y of rates and terms in our cer tificates. dividends are compounded and credited at the end of each quar ter and at maturit y. trustonefinancial.org 7 6 3 . 5 4 4 . 151 7 | 8 0 0 . 8 6 2 .19 9 8 trustone financial brochure system LS E: TR U E O R FA g in n in g T F C U is b e e ra . w e an A solid foundation to grow... it all starts here. Grounded I n Trust. Poster Grounded I n Trust. TRUE or FALSE Poster BULK RATE E TAG U.S. POS PAID 3599 PERMIT # POLIS, MN MINNEA ED... PLY STAT AtTFCU we have many reasons to celebrate with you! 9. Vol. 1 May 200 SIM TRU : R FALSE TRUE O OF: Grounded I n Trust. RISING TFCU IS GE. CHALLEN E H T O T DEAR MEMBERS, WILL THIS AFFECT MY ACCOUNT? Your accounts will not change. Today we start a new chapter in our 70 year history and our tradition of service to our members. This new chapter will be entitled “TruStone Financial.” TRU rth ROSEVILLE ton Avenue No ing 3-6453 2150 Lex MN 5511 Roseville, 4-1517 (763) 54 2-1998 86 0) (80 6pm 10am to ekdays, - 6pm Tellers: We ekdays, 8am We Drive Up: 69 0pm ST. CLOUD elt Road sev 1 620 Roo MN 5630 St. Cloud, 998 2-1 (800) 86 Box 467 4-0467 & F m, M-W m, Th & F I CURRENTLY HAVE A LOAN WITH THE CREDIT UNION. urs 0pm Lobby Ho 0am - 5:0 M-F -- 9:0 ur s Ho 0pm Drive Up 0am – 6:0 M-F -- 8:0 we DO I NEED TO NOTIFY MY EMPLOYER REGARDING MY PAYROLL BEING DIRECTLY DEPOSITED? In fact, we are building our new vision on the very same values you brought to the table 70 years ago, in an era not unlike that of 70 years ago. Our philosophy is built on the timeless virtues of education and discipline that the educator community holds in common. We believe this message can benefit the rest of the world, and we want to share what we’ve learned with people who will use the knowledge. In today’s world, it’s clear that people need the help. With your support we can bring a message of financial education and financial discipline to more people. We can help people better understand money. We can encourage people to save more. We can continue to earn our members’ trust, and they will let us be a force for positive change in their lives. THE BRAND PROCESS Our brand promise is to educate and help you feel empowered, confident, and in control of your financial future. We deliver this promise by asking you questions and offering our full undivided attention to understand your current life situation and future plans before offering solutions. That will be our new legacy: Growing from a credit union for teachers – to a credit union that teaches. Please join with us in celebrating our new name and our new vision: TruStone Financial. Grounded in Trust. Stephen Bohlig Chairman Tuesda y, June 9, 200 The bra 9. nch op ens at 7851 El 8 am. m Cree k Boule Maple vard Grove , MN 5 5311 For mor e inform at ion We hope to see yo please call 763 -544 -151 u there! 7. No. In the future you will see TruStone Financial Federal Credit Union listed as the creditor for your loan, but each loan account will only be listed once. HELPING YOU THROUGH THE TRANSITION... rest of the world how to do this! E J OIN U Y u are Yo S cordially invited ccelebrat to our e our 70 Grand th annive as the be a Openin rs ar y as a ginning g to credit un of a new Tru Sto T ion as w chapter ne Fina ell under ou ncial. r new na me: WILL THE LOAN BE LISTED TWICE? What’s not changing? Our legacy as the preeminent credit union for teachers in the State of Minnesota. Your trust and loyalty that helped make our credit union one of the 15 largest financial institutions in the state. And there are over 600 headquartered here! It is quite an accomplishment, and we owe it to you. nion l Credit U to you. r Federa t mitmof en At Teache There ou r comexamples are numerous people in our membership that have maintained financial discipline and ng ni fi are rede saved money on modest incomes – and they didn’t have to live a spartan existence to do it. Let’s teach the PLEAS WILL THIS AFFECT MY CREDIT REPORT? After many months of consideration, your Board of Directors has decided to change the name of your credit union. Starting June 1, 2009, we will be known legally as “Trustone Financial Federal Credit Union.” More informally, we will be nicknamed as “TruStone Financial” and casually some people may just call us “TruStone.” And we wouldn’t be realistic if we did not expect many of you to keep calling us ‘Teachers!” You may have heard the old line that says “The only constant thing is change.” Well, it’s true, but that’s a lot of change on one day! NSS ON TI T IO pm, M-W pm, Th stantly TFCU is con a force evolving as hange. of positive c Q&A WAS THE CREDIT UNION SOLD OR HAS IT MERGED? No, Teacher Federal Credit Union has become TruStone Financial but we’re the same great credit union. We have not been sold and we have not merged with another institution. WHY ARE YOU CHANGING THE NAME AND LOGO? ANSWERING YOUR QUESTIONS Although our name has changed, our core values for commitment and service remain the same. Listed next are answers to some of the questions you might have about the name change. Please feel free to approach any of our staff members if you have additional questions or call us at 1-800-862-1998. We’ve spent the last two years examining how to better serve more of the community and sharing our desire to teach others about money. We saw the need for a new name, logo and image to set us apart from other financial institutions and better reflect who we are. No. You do not have to do anything in order for your direct deposit to continue. The information that your employer sends to TFCU will continue to come to TruStone Financial Federal Credit Union. WILL MY CHECKS AND ATM CARD STILL WORK? Yes. The next time you reorder checks, they will bear the name of TruStone Financial. Your ATM card will continue to work as well. With the reissuance of ATM, debit and credit cards, the cards will come with the new name of TruStone Financial. HOW WILL THIS CHANGE AFFECT MY BRANCH? WILL I CONTINUE TO BE SERVED BY THE SAME PEOPLE? Plans are underway to upgrade our existing branches to better serve you. The same friendly smiles that have greeted you in the past will continue to greet you when you visit TruStone Financial. Our hours are changing to serve you better too. Monday - Friday 8 am - 6 pm and Saturdays from 9 am - noon. WHAT WILL BE IMPACTED BY THE NAME CHANGE? Matt Wohlers CEO Beginning June 1st, all of our printed materials and signs will be changed to reflect the new name, but we are still the same credit union providing the service you expect. In addition, a more user-friendly website will be available at trustonefinancial.org. trustone financial brand launch - posters, e-blast, newsletter, bill stuffer Welcome to TruStone Financial Welcome to TruStone Financial http://www.trustonefinancial.org http://www.trustonefinancial.org HOME | LOCATIONS | RATES | JOIN NOW | CONTACTS US HOME | LOCATIONS | RATES | JOIN NOW | CONTACTS US Grounded I n Trust. Grounded I n Trust. LOGIN ID CHECKING + SAVINGS LOANS + CREDIT CARDS INVESTMENT SERVICES MEMBER BENEFITS ONLINE BANKING LOGIN OVERVIEW LOGIN ID PASSWORD Forgot Id? Forgot Id? Forgot Password? LOGIN SIG N U P | LE A R N M O RE | SA FET Y TIPS ONLINE SERVICES I am looking for... WELCOME TO THE NEW TEACHER FCU LOGIN Find out how to keep your information safe SIG N U P | LE A R N M O RE | SA FET Y TIPS I am looking for... TRUSTONE SMALL BUSINESS SERVICES R ATES Prepare, print and efile your simple return for FREE with TurboTax Federal Free edition. Find out how your accounts are proteced. REFUND? NCUA and ESI TRUNEWS Check out our 3.15% APY 60 Month Certificate Teacher FCU is now TruStone Financial Looking for a Checking account that will make you money? SE ARCH TruStone GO SE A RCH TFCU PO LICIES A N D DISCLOSU RES | CO NTACT US | SITE M A P | JOIN NOW | CA LCU L ATO RS VeriSign Secured V E R I F Y ABOUT SSL CERTIFCATES A ll c ontent © 20 0 9 Tr uStone Financ ial, Minnesot a | 76 3.5 4 4.1517 | est af f@tr ustonef inanc ial.c om N o images or c ontent may be used without per mission. Checking Business Checking Account Savings Business Savings Account Certifcates & IRAs WELCOME TO THE NEW TEACHER FCU APPLY NOW Have questions about the new brand and how it may effect you? Find all the answers right here! What will you do with your REFUND? Prepare, print and efile your simple return for FREE with TurboTax Federal Free edition. Deposit Account Insurance: NCUA and ESI Check out our 3.15% APY 60 Month Certificate Teacher FCU is now TruStone Financial Looking for a Checking account that will make you money? TFCU PO LICIES A N D DISCLOSU RES | CO NTACT US | SITE M A P | JOIN NOW | CA LCU L ATO RS VeriSign Secured V E R I F Y ABOUT SSL CERTIFCATES A ll c ontent © 20 0 9 Tr uStone Financ ial, Minnesota | 76 3.5 4 4.1517 | estaf f@tr ustonef inanc ial.c om No images or c ontent may be used without per mission. MEMBER BENEFITS OVERVIEW Forgot Password? ONLINE SERVICES GO I am looking for... TRUSTONE SMALL BUSINESS SERVICES GO ACCOUNT ALERTS Don't worry about keeping an eye on your bank balance - eNotify can do it for you! BALANCE Find out more about ONLINE SERVICES eLOANS R ATES SAVINGS AND CHECKING AT TRUSTONE APPLY NOW We're a full-service financial institution and you can learn about all aspects of TruStone’s checking and savings services here. We offer a range of products including checking accounts, savings Where’s the Apple? Pay your bills the easy way, and its FREE! GO SE A RCH INVESTMENT SERVICES LOGIN Check out our 3.15% APY 60 Month Certificate SE ARCH TruStone LOANS + CREDIT CARDS SIG N U P | LE A R N M O RE | SA FET Y TIPS Have questions about the new brand and how it may effect you? Find all the answers right here! Find out how your accounts are proteced. TRUNEWS CHECKING + SAVINGS PASSWORD Forgot Id? ONLINE SCAMS Find out how to keep your information safe FREE ePay GO Check out our 3.15% APY 60 Month Certificate LOGIN ID GO ACCOUNT ALERTS Don't worry about keeping an eye on your bank balance - eNotify can do it for you! ONLINE BANKING LOGIN Find the tools and information needed to grow your business Where’s the Apple? Pay your bills the easy way, and its FREE! G ro u n d e d I n Tr u s t. OVERVIEW R ATES Website Design — Home Page Deposit Account Insurance: MEMBER BENEFITS BUSINESS eLOANS FREE ePay What will you do with your PERSONAL INVESTMENT SERVICES Find out more about ONLINE SERVICES GO APPLY NOW LOANS + CREDIT CARDS Moneywise Youth Account ONLINE SERVICES GO Find the tools and information needed to grow your business eLOANS Have questions about the new brand and how it may effect you? Find all the answers right here! Forgot Password? ONLINE SCAMS Find out more about ONLINE SERVICES Where’s the Apple? PASSWORD CHECKING + SAVINGS Website Design — Home Page with Navigation ONLINE BANKING LOGIN HOME | LOCATIONS | RATES | JOIN NOW | CONTACTS US accounts, certificates, IRAs, investment services and youth programs. We offer variety so you can choose and use the services that best match your personal financial goals. PERSONAL BUSINESS Checking Business Checking Account Savings Business Savings Account Certifcates & IRAs Moneywise Youth Account SE ARCH TruStone SE A RCH TFCU PO LICIES A N D DISCLOSU RES | CO NTACT US | SITE M A P | JOIN NOW | CA LCU L ATO RS VeriSign Secured V E R I F Y ABOUT SSL CERTIFCATES A ll c ontent © 20 0 9 Tr uStone Financ ial, Minnesota | 76 3.5 4 4.1517 | est af f@tr ustonef inanc ial.c om No images or c ontent may be used without per mission. trustone financial website design Website Design — Secondary Page (Checking & Savings) Welcome to TruStone Financial http://www.trustonefinancial.org trustone financial in-branch graphics trustone financial in-branch graphics trustone financial In-Branch Graphics