The CU for Robertson County

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Online Banking

Visa Gift Cards

If it's worth celebrating, our Visa Gift Cards are the perfect gift!

You want to give gifts that match their personality, their interests, and their size, but you’re not sure about the right style or color, and you don’t have time to search the mall (or even online). Now, there’s an easy way to make sure your gifts are just what they want. Simply give our Visa gift card.

Our Visa gift cards come in different styles that fit any occasion and any person. Now, each card comes with a 7-year expiration date that gives the recipient plenty of time to use it.

Use it wherever Visa Debit Cards are accepted. Unlike a gift certificate for a specific store, our Visa gift cards can be used at millions of merchants around the neighborhood or around the world. They can even be used to order an item online or by phone. So the person who receives the card can choose what to buy and where to buy it. Our Visa gift cards are safer than cash and easier to use than a check, so you’re also giving the gift of security and convenience.

It’s as easy to get as it is to give. Take the stress out of gift-buying. To purchase a Visa gift card, simply stop by the credit union or call us for more information – (615) 382-8255.

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Visa TravelMoney Cards

Take our Visa TravelMoney Card and take a vacation from worry. Our Visa TravelMoney Card is safer than cash, more convenient than traveler’s checks.

Take peace of mind on your travels. Our Visa TravelMoney Card is your passport for a relaxing trip. That’s because it provides the safety of traveler’s checks with the convenience of a traditional plastic card. The card isn’t tied to your checking or savings accounts. So even if the card is lost or stolen, your accounts are not in jeopardy, and emergency card replacement is available. In fact, our Visa TravelMoney Card comes with Zero Liability Protection for your security.

Our card is packed with benefits to assist you. There’s nothing to worry about, but plenty of advantages to enjoy. Each registered card includes 90-day purchase protection, plus travel and emergency assistance. There’s even reimbursement if your luggage is lost.

Manage our Visa TravelMoney Cards online. Want to keep your purchases in line? Just go online. Our internet management tool lets you track your spending and check your remaining balance, anytime and anywhere. When you need to add funds, reload the card online in amounts from $100.00 to $5,000.00.

Accepted at merchants and ATMs worldwide. Use the Visa TravelMoney Card to pay for flights, hotels, meals, and shopping. It’s usable anywhere Visa Debit Cards are accepted worldwide. You can also get U.S. currency or foreign local currency at ATMs as you travel.

To purchase a Visa TravelMoney Card, simply stop by the credit union or give us a call for more information – (615) 382-8255. We now have CHIP-enabled cards for international travel! 

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Financial Planning Services

Do you have a long-term financial plan for you and your money? Have you set financial goals, both in the near term and for the future?

If you answered ‘No’ to one or both of these questions, then perhaps it’s time for a financial check-up offered through your credit union in conjunction with Cosey Financial Services. We’re proud to be partnered with an experienced and solid team in Cosey Financial and even prouder to be able to offer their services to our members. If you have questions about your…

  • Current Financial Position – a snapshot of where you are today, eg., assets, net worth, liabilities, and cash flow

  • Protection Planning – financial protection in the event of death, disability, accident, and illness

  • Investment Planning – accumulating and managing assets to maximize your ability to reach your financial goals

  • Tax Planning – analysis and planning to help you retain assets and minimize taxes

  • Retirement Planning – accumulation and income strategies to help you retire financially secure

  • Estate Planning – preservation of assets while minimizing estate taxes, probate expenses, and estate administrative costs

  • College Funding – 529 plans, Educational Savings Accounts

  • Charitable Giving – Charitable Remainder Trusts, Wealth Replacement Trusts, life insurance as a gift or bequest, income tax charitable deductions, etc.

Call or visit us today to set up a financial review appointment with Tony Cosey of Cosey Financial. As always, your information is held in strict confidence, and your comfort and satisfaction are our primary goals.

Don’t put this important activity on the back burner – call today to begin your financial planning journey!

~ INVESTMENTS WITH COSEY FINANCIAL ARE NOT INSURED BY THE NCUA ~

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Safe Deposit Boxes

When it comes to safeguarding your valuables, we believe that nothing is more secure, convenient, and accessible than a safe deposit box.

Available in three convenient and affordable sizes, these strongboxes can be used to store personal, business, and financial papers and documents as well as other valuable items.

As your credit union, we are required to exercise reasonable care with respect to your safe deposit box and its contents. The contents of your safe deposit box are not insured by us or any government insurance program. Content of your box should be insured by your own insurance, typically homeowner’s insurance.

StoneView:

  • 3x5x21 $25.00 year

  • 3x10x21 $40.00 year

  • 5x10x21 $60.00 year

White House:

  • 5x10x21 only

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Insurance

Looking for reliable insurance options designed to be simple?
 Looking for reliable insurance options designed to be simple?

Looking for reliable insurance options designed to be simple?

Insurance should be an important part of a solid financial plan. The key is finding coverage that fits your needs from someone you can trust. The right insurance could help give you peace of mind today.

Backed by more than 80 years of working with credit unions and their members, TruStage™ is here to help protect what matters most.

Get an instant, no-obligation quote or explore your coverage options at www.trustage.com/member.

 

TruStage™ Life insurance and AD&D insurance are issued by CMFG Life Insurance Company, and MEMBERS Life Insurance Company. Auto and Home Insurance Program are issued by leading insurance companies.  The insurance offered is not a deposit, and is not federally insured, sold or guaranteed by any financial institution. Product and features may vary and not be available in all states. Corporate Headquarters 5910 Mineral Point Road, Madison, WI 53705. © TruStage

GEN-2944047.3

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The MEMBERS Auto & Homeowners Insurance Program is made available by CUNA Mutual Insurance Agency, Inc., and underwritten by leading insurance companies.  To the extent permitted by law, applicants are individually underwritten; not all applicants may qualify.  Discounts are not available in all states and discounts vary by state.  A consumer report from a consumer reporting agency and/or motor vehicle report will be obtained on all drivers listed on your policy where state regulations allow.  The insurance offered  is not a deposit and is not federally insured or guaranteed by your credit union.

TCURC MoneyTalk

Please utilize the following informational link to many of the Banzai Library resources to assist you with getting your “MoneyTalk” for you!

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Electronic Services

We currently offer many electronic services to assistance with convenience for you to be able to conduct your financial business. Please ask any of our Member Service Representatives about these services.

  • Online Banking

  • Mobile Banking

  • Remote Deposit Capture

  • E-Alerts

  • E-Notices

  • E-Receipts

  • E-Statements

  • Electronic Document Signing

  • Online Loan Payment (by check or card)

  • Audio Response Assistance Teller

  • ATMs

  • Remote Control Cards

  • Apple, Samsung or Google Pay

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