MONEY WITHOUT REGRETS
Welcome to Financial Wellness for Employees by Summit, a free program of financial education and benefits that teaches you how to make good financial decisions. And feel confident about money.
LET’S DO MORE TOGETHER
We believe that anyone can be financially successful. Financial Wellness for Employees by Summit Credit Union is a program, sponsored by your employer, to help you live a financially successful life. We’ll help you get to know where you’re at financially, where you’d like to be and the steps you need to take to get there. Helping you secure a bright financial future is our highest goal.
ENJOY THE PERKS
Financial Wellness for Employees by Summit Credit Union is a three-tiered program in which all the pieces work together for maximum results.
Financial education, coaching and planning:
Free financial coaching and education you can schedule right where you work
Exclusive on-demand financial education modules to help you improve your financial life, build savings, cut spending and get on track to accomplishing your financial goals.
Access to Versed™, a custom mobile app created by a team of Summit financial coaches designed to give you a complete picture of your finances and the educational tips to help you improve or stay top of them.
$50 CASH1 when you open a checking account with a debit card, online banking and e-statements
$50 CASH2 with your next loan from Summit Credit Union
Cash Boomerang,4 our annual cash payout to our members based on how much you save and borrow at Summit
Oodles, our rewards program with monthly specials at select businesses, free giveaways, random prize drawings, discounts on Summit Credit Union loans, and bonuses on Summit Credit Union deposits
WHAT YOU CAN EXPECT
Switching to Summit Credit Union can save you serious money. The average member household saves $2685 per year versus their previous banking relationship. But when you bundle your mortgage, checking account, and other services with Summit, those savings jump to $1,028.6
Beyond the numbers, you can expect to see gradual changes in your relationship with money and financial decisions. Strategy and planning will replace impulse when you buy and borrow. And that internal voice that regrets some financial decisions will disappear.
If that sounds good, why not join us and your fellow co-workers in Financial Wellness for Employees by Summit.
JOIN SUMMIT TODAY