Are you retired or is retirement in your not too distant future? We can help. We have compiled some useful information to help you prepare your finances for this time in your life.
Electro Savings Products & Services
As your life changes, your credit union goes with you. No matter what stage of your life or events that happen in it, we are here to help you with affordable and responsible financial products and services that you can count on to be in your best interest.
- Vehicle & RV Loans
- Home Loan
- Home Equity Loan
- Credit Card
- Checking & Debit Card
- Online & Mobile Access
- Individual Retirement Account
- Certificates of Deposit
- Money Market
- ID TheftSmart Credit Monitoring Service
- Credit Union Service Centers
- No Fee ATMs
- Safe Deposit Box
GreenPath Financial Wellness
Whether you're retired or retiring soon, you need to develop a workable spending and savings plan. We want to help. That's why we’ve partnered with GreenPath Financial Wellness to provide access to free financial education and confidential financial counseling.
- Smart Borrowing At Any Age
- Protect Your Identity
- Cut Your Monthly Expenses
- Reverse Mortgages
- Savings & Investing
- Money Management
- BudgetSmart Tool
TruStage Insurance Products (Health, Auto, Home & Life)
TruStage is insurance the credit union way. Products and programs are made available through TruStage Insurance Agency and offered only to credit union members. Today, more than 14 million credit union members rely on TruStage for their insurance needs. With a commitment to dependability and a members-first philosophy, we help you protect what matters most.
- TruStage Life Insurance – Whole
- TruStage Auto
- TruStage Home, Renter or Condo
- TruStage Health Insurance
Developing a financial plan requires time and extensive knowledge, not only of your own personal financial affairs, but also of broader investment and financial issues. Electro Savings Credit Union through agreements with Lincoln Investment Planning, Inc. is able to make investment services available to our members.
- Life Insurance Review
- Employer Benefits Review
- Social Security Review
- Retirement Income Planning
- Debt Review
- Long-Term Care Insurance
- Investment Management & Risk Review
- Annuities and Personal Pension
- Create or Review Wills, Powers of Attorney, Health Care Powers of Attorney
Advisory Services and Securities are offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker/Dealer, Member FINRA and SIPC. Supervising Office: 8230 Montgomery Road, Suite 150, Cincinnati, OH 45236 Phone: 888-484-5652. Information contained on this page is not intended to be personalized investment advice. The investment products sold through Lincoln Investment Planning are not insured Electro Savings Credit Union deposits and are not NCUA insured. These products are not obligations of the Electro Savings Credit Union and are not endorsed, recommended or guaranteed by Electro Savings Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Electro Savings Credit Union and Lincoln Investment Planning are independently owned and each is responsible for its own business.