Investments
We are pleased to announce our relationship with Jon Norwood, Brittany Miller and Foresters Financial to assist our members with their investment and life insurance needs, including retirement accounts, educational savings, 401K rollovers, life insurance planning and more.
Call Jon or Brittany today!
Jon Norwood & Brittany Miller – Senior Associates
Foresters Financial Corporation
201 East Main Street, Suite 520
Lexington, KY 40507
Phone (859) 273-2171 | Toll-free (800) 394-0252 | Fax (859) 273-4095
Email: jonathan.norwood@foresters.com
Email: brittany.miller@foresters.com
Foresters Financial Corporation Areas of Specialty include:
• Mutual Funds
• Annuities Planning
• Retirement Planning
• Business Planning
• Insurance Planning
• College Planning
• Kentucky Teachers’ Retirement System (KTRS) Pension Option Planning
Money Market
| Balance | Dividend Rate | Annual Percentage Yield |
|---|---|---|
| $2,500 - $9,999.99 | .05% | .05% |
| $10,000 - $24,999,99 | .30% | .30% |
| $25,000+ | .55% | .55% |
*For more information, click here.
Certificates
Here at Class Act FCU we offer a wide variety of Share Certificates for you. Our traditional share certificates are available on terms from 90 days to 48 months. Plus, we now offer a 60 month “Bump-Up!” certificate that allows members a one time option to “Bump-Up” the interest rate to a higher rate should rates go up, and/or to add one additional deposit to the Certificate. The additional deposit can be up to but not exceed the original amount of the Certificate. Check below for our latest rates.
| Description | Term | Minimum | Dividend Rate | Annual Percentage Yield | Open Online |
|---|---|---|---|---|---|
| Share Certificate | 91 Day | $500 | 0.25% | 0.25% | |
| Share Certificate | 6 Month | $500 | 0.40% | 0.40% | Open |
| Share Certificate | 12 Month | $1,000 | 0.60% | 0.60% | Open |
| Share Certificate | 18 Month | $1,000 | 0.70% | 0.70% | |
| Share Certificate | 24 Month | $1,000 | 0.999% | 1.00% | Open |
| Share Certificate | 30 Month | $1,000 | 1.09% | 1.10% | |
| Share Certificate | 36 Month | $1,000 | 1.29% | 1.30% | |
| Share Certificate | 48 Month | $1,000 | 1.49% | 1.50% | |
| Bump-Up Share Certificate | 60 Months | $5,000 | 2.00% | 2.02% |
*For more information, click here.
Investment Options
| Description | Term | Minimum | Dividend Rate | Annual Percentage Yield |
|---|---|---|---|---|
| IRA Share Certificate | 6 Month | $1,000 | 0.40% | 0.40% |
| IRA Share Certificate | 12 Month | $1,000 | 0.60% | 0.60% |
| IRA Share Certificate | 18 Month | $1,000 | 0.70% | 0.70% |
| IRA Share Certificate | 24 Month | $1,000 | 0.999% | 1.00% |
| IRA Share Certificate | 30 Month | $1,000 | 1.09% | 1.10% |
| IRA Share Certificate | 36 Month | $1,000 | 1.29% | 1.30% |
| IRA Share Certificate | 48 Month | $1,000 | 1.49% | 1.50% |
