Investments: Plan For Your Future
Interra’s investments team of experts offer a variety of financial planning services to assist individuals through all stages of life. Whether you’re looking at income planning, retirement planning, or even long-term care planning options, we have options that could fit your needs. Our trusted advisors are available to develop strategies to make your future what you
want it to be.
“Our team of advisors are committed to listening and developing a tailored plan to suit your needs for the future,” stated Brandon Yoder, Vice President of Wealth Services. “Whether you’re beginning a retirement plan and considering an Individual Retirement Account (IRA) or you’re interested in setting up a life insurance plan, our team of experts can assist you and provide the best option for your individual financial goals,” he added. With Interra Investments, members have a variety of options to choose from based on their needs including:
• Overall Financial Planning
• Income Planning
• Individual Retirement Accounts (IRAs) which include
Traditional, Rollover, Roth, SIMPLE, SEP, and Trust
• Business & Agribusiness Owner Retirement Plans
• Long-Term Care Insurance & Planning
• Life Insurance
Along with serving your investment goals, Interra’s investments team is actively involved in the communities the credit union serves. With participation in the Elkhart and Goshen chambers, staff members volunteer in several events throughout the year. Additionally, Interra Investments recently sponsored the 2021 “Cooling Center” at the Elkhart County 4-H Fair, providing attendees with a comfortable area to cool down from the summer heat. “Our advisors are local and have a passion to serve the communities they live, work, and play in,” Yoder concluded.
Interested in learning how Interra Investments team can assist you?
Visit: interracu.com/investments-insurance/wealth-retirement-planning
Interra Investment professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.**Prior to requesting a rollover from your employer sponsored retirement account to an Individual Retirement Account (IRA), you should consider whether the rollover is suitable for you. There may be important differences in features, costs, services, withdrawal options and other important aspects between your employer sponsored retirement account and an IRA. FR-2745448.1-0919-1021
Text'IN
Enjoy the benefits of Text’IN¹ by simply texting “Join IN” to Interra’s phone number 574.534.2506 to enroll today. From a lost debit card to learning branch hours, Interra can help you when you need us. Enrolling allows you to text us with your questions at your convenience. (Don’t worry, we won’t spam you with marketing. We’ll only talk to you with your permission.)
We Get It. And We've Got It.
1Message and date rates may apply.
Columbus Day
All Interra offices will be closed Monday, October 11, 2021 in recognition of the Columbus Day holiday. While our doors are closed, our staff will be volunteering in our local communities to assist nearly 20 nonprofit organizations. It’s all part of Interra’s Vision to Do Well To Do GoodTM.
We’re still here for you, 24/7!
• Call Interra, day or night, at 574.534.2506
– even on weekends and holidays.
• Use Interra Online Banking, the mobile
app¹ and ATMs.
1Message and date rates may apply.
Celebrating International Credit Union Day With A Food Drive
Every year, Interra joins more than 57,000 credit unions in 105 countries worldwide to celebrate International Credit Union Day (ICU Day). ICU Day celebrates the spirit of the global credit union movement and recognizes hard work and the shared member experience.
This year, ICU Day occurs on Thursday, October 21st. The theme is “building financial health for a brighter tomorrow.” This theme goes hand-in-hand with the ultimate goal of raising awareness about the amazing work that credit unions and other financial cooperatives are doing around the world. It provides members with the opportunity to learn and get more engaged in volunteerism.
To celebrate ICU Day, Interra’s annual Fall Food Drive kicks off the week prior on Thursday, October 14th, and continues through Saturday, October 30th. Every Interra branch will be accepting donations. Please be as generous as you can to help others who need the very basic of life’s necessities.¹
What items are needed?
• Non-perishable food items (not expired)
• Proteins – canned beef, peanut butter, etc.
• Household supplies and paper products
• Personal care items – adult and baby
Where will your donations go?
Donations will go to food pantries throughout Interra’s footprint.
The cooperative spirit, a cornerstone of credit unions, is exemplified with the partnership of the credit union and our members in service initiatives, such as the Fall Food Drive. Thank you in advance for your generosity!
1Must be packaged goods with a nonexpired date. The credit union reserves the right to reject and/or limit any donations outside of the project's sprit and intent, at its discretion.
Online Banking: How To - Transfer Funds to a Member
Still getting familiar with Interra’s updated Online Banking? Here’s another helpful tip for you. Through Interra’s online banking, members have the capabilities to transfer funds to another member.
How to make a transfer to another Interra member:
• Log into your online banking and choose “Make a Transfer.”
• Click “Add a Member of Interra CU.”
• Fill out the member’s information including last name, nickname, account number and type.
o Remember: Input the member’s number with a dash and then a suffix of the account number. The member number is the last 6-digits of the 10-digit account number. The suffix will be the 2nd and 3rd number of the account number.
• Once all information is entered, click “Add Account.”
• Verify the information to ensure all details are correct.
• Select “Make a Transfer to This Account.”
• To make the transfer, you will select which account you would like to
transfer funds from to the member (i.e. checking-primary.)
• Enter the amount you would like to transfer.
• Select the “Occurrence” of the transfer (i.e. one time, weekly, monthly).
• Include a memo with your transfer if you prefer.
• Once all information is entered, click “Review.”
• If all details look correct, click “Confirm” to complete the transfer.
Want to learn more about Interra’s online banking or watch helpful videos?
Find more information at www.interracu.com/onlinebanking.
Topeka Office Relocation
Good news for our members in Topeka, we are relocating!
Interra recently purchased the old Horizon Bank in Topeka located at 210 W. Lake Street.
The new location will provide a larger lobby and drive-thru capabilities, options that are currently not available to our membership in Topeka.
Renovation is expected to begin in November 2021 with a completion date set for early 2022. Trust us, we’re excited to serve the Topeka community in a more centralized and convenient
location!
Watch for more details as the renovation progresses.
