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Financial Wellness


Protect What Matters Most with an Easy, Affordable Estate Plan
At Options Credit Union , we believe peace of mind shouldn’t be complicated. That’s why we’ve partnered with Trust & Will , the nation’s leader in online estate planning, to help members protect what matters most — family, legacy, and peace of mind. As an Options CU member , you’ll receive an exclusive 20% discount on your estate-planning package, plus free shipping on your first set of printed documents. Your Values. Your Voice. Your Credit Union. Together, we’re helping C
Options Credit Union
Nov 5, 2025


Protecting What Matters: Your Free $1,000 AD&D Insurance Benefit
Life can be unpredictable. Accidents happen when you least expect them — at home, on the road, or even at work. That’s why we’re proud to...
Options Credit Union
Oct 9, 2025


Simply Save: Turn Everyday Purchases Into Savings That Grow Faster
At Options Credit Union, we believe saving money should be simple — and rewarding. That’s why we’re excited to introduce Simply Save , a...
Options Credit Union
Sep 24, 2025


Join Our October Member Webinar: Estate Planning 201 - Trusts
Your financial well-being isn’t just about managing today’s needs, it’s about preparing for tomorrow and making sure your loved ones are...
Options Credit Union
Sep 11, 2025


August is National Make-a-Will Month | Make a Will Online 20% Off
August is National Make-a-Will Month —the perfect time to check “get my Will or Trust done” off your to-do list. With an Options Credit...
Options Credit Union
Aug 14, 2025
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