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TLC Community Home > Life Events > Experienced Owners
TLC provides a wide range of products and services that can help you through all the stages of your life. Enjoy the benefits of being a TLC member. We are "People Helping People".
"I Do" or "I Do Again" - MatriMoney
Member Services is available at all our offices to help with the following:
- Switching your accounts when you marry/divorce
- Changing to your married name on your accounts
- Discussing Joint vs Individual accounts
- Benefits of beneficiaries
- How to save for your wedding?
- Tell us you're getting married and receive a coupon for a FREE insurance review by The Taylor Agency
"Time for a Lullaby"
Congratulations on your new little one in your life! With a new arrival, you may have questions on how best to financially provide for them.
Make sure you stop by our Member Service area and to learn about savings options at TLC:
- Open a savings account for my chold/grandchild
- Discuss the Coverdell college savings plan
- Are US Savings Bonds an option?
- How can I teach my young children the value of saving?
- Talk to The Taylor Agency about how much life insurance is enough or when you should purchase life insurance for your child or grandchild
"I'm in the Money"
OK - Maybe you didn't win the lottery although we are happy for you if you did - You may have received an insurance settlement, inheritance or other lump sum of money.
Please talk to our experts in Member Services to help you decide some of the following:
- Ways to invest the money to make it achieve your financial goals, maximizing your investment potential
- If you;'re worried about taxes, we can set up a meeting with The Taylor Agency to help you educate yourself on the tax implications of lump sum payments
- If you wish to pay off debt with this money, we can advise you on what debt to pay off and what you should keep
- It's Ok to think about a dream vacation or other activity. We can help you decide how much money you have to splurge with
Job Loss - Getting back on your feet with a good plan
- Don't panic and don't make any quick financial decisions
- Ask us what to do about Payroll Deduction
- Talk to us about the Career Transition Program / Student Loans or ways to get money to go to school
- The Taylor Agency can give you ideas for maintaining health, life and disability insurance
- Not tapping into your 401K is an important long-term goal. The Taylor Agency can help you with how to stay on track.
- Let us help you develop an emergency spending plan
- Moving for a job? - Access TLC accounts at CU Service Centers
Other "Life Event" Services
- Let us help you with ways to reduce expenses while your kids are in school
- Learn ways to protect your, or that of your parents' money as you age
- Get advice from The Taylor Agency on Medicare and other health services
- Discuss supplemental insurance with the The Taylor Agency and find out how affordable it can be
- Learn how to protect yourself and parents from predators who attack the elderly and steal their money and/or identity
- Learn ways to keep yourself and/or your parents at home as long as possible
"I've Paid My Dues"
Let's face it, age should come with "some" benefits.
If you are over 50 years old, have a TLC checking and direct deposit, the dividend checking account fee is waived.
Plus you'll enjoy these benefits:
- One box of checks free per year
- Financial planning events and seminars are scheduled periodically throughout the year
- Coupon for FREE insurance review by The Taylor Agency
- TLC Rewards points earned on signature-based transactions
- Member Services will help with TLC forms
- FREE checking accout balancing
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