March 2024
Clearview Partner Program Newsletter
Let's build a better financial future together!
Hi there! This is your partner newsletter that we like to send as a reminder of all the benefits your organization has access to as a Clearview partner. Please forward to everyone in your organization so they don't miss out!
You can use the button below to share this newsletter with your employees, volunteers, members, etc. We ask that you please only share this info in a closed group where the members are involved with your organization and not the general public. Thank you!
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- Ready to build wealth? We have three habits everyone can start implementing into their investment strategy and philosophy.
- We want you to be prepared to file your taxes! Here are some commonly overlooked tax deductions you might be missing out on.
- Want to start travel planning? We have a few financial security tips to keep you safe during your adventures.
March is National Credit Education Month! Let's explore some ways to improve your credit score and the perks that come along with it.
Check out our latest Money Monday segment!
This month, Brittany O'Brien, Assistant Vice President of Digital Products, chats about the importance of embracing digital banking.
Remember, you can hang out with Clearview and the PTL crew on KDKA at 9 a.m. and on KDKA+ at 1 p.m. the first Monday of every month!
Watch the segment
Remember, you can hang out with Clearview and the PTL crew on KDKA at 9 a.m. and on KDKA+ at 1 p.m. the first Monday of every month!
Watch the segment
Digital banking is here to stay! Whether you bank from home on your laptop or on the go with your phone, we have the solutions to help you.
Financial education with fruitful benefits for everyone!
Zogo is a gamified financial literacy app that rewards you for completing bite-sized financial literacy lessons on intelligently saving, spending, and managing your money. By completing modules, taking interactive quizzes, and participating in daily trivia games, you earn virtual pineapples and work toward real-life rewards — like a gift card to one of your favorite stores.This app is a fun and engaging way to learn about finances for adults and kids alike. The best part? It's completely free!
Simply download the Zogo app today and use the code CLEARVIEW to get started. Happy learning!
What being part of the Clearview Partner Program means for you.
When you open an account with Clearview, that makes you a member, giving you access to these Clearview Partner Program benefits:- Access to onsite or virtual instructor-led training for a group or one-on-one instruction
- Experience our premium Absolute Checking® account with no fees for a year, a $60 value1
- Earn 0.33% more when you open a new certificate2
- 0.25% discount when a loan is automatically paid from a Clearview checking account3
- We automatically add $10 to your savings account
Earn up to $500!
Earn up to $500 when you open a checking account with us now and join the Clearview family! Use promo code switch.
Continue the switch and easily move direct deposits and automatic payments to your Clearview account with ClickSWITCH.
Ross Township Grand Opening
Thank you to everyone who joined us for a successful ribbon-cutting ceremony at our Ross Township Financial Center! We're so excited to support the creation of a new mural at the Boys & Girls Club of Western Pennsylvania Millvale Clubhouse as part of our celebration.We're excited to officially introduce you to our new brand and encourage you to explore what changes we made to serve you better!
Touchdowns for Hope
Along with Craig Wolfley, we presented a $22,000 donation to the Executive Director, Jerrel Gilliam, at the Light of Life Rescue Mission. This contribution stems from the $500 donation pledged for each touchdown scored by the Black and Gold during this past football season. The donation will aid in supporting the critical work of the Mission, providing food, shelter, and hope to individuals experiencing homelessness, poverty, or addiction.
Recent Employee Giving
Our employee, Danielle T., recently presented a $1,000 donation to Women's Center of Beaver County through our employee charitable giving program. Danielle shared that the organization was her immediate thought when she learned that she would be able to make this donation stating, "I think the work that the Women’s Center of Beaver County does is incredibly important, and I am so thankful to have had the opportunity to support the members of our community in this way." Women's Center of Beaver County is a comprehensive domestic violence and sexual assault resource center in the county that strives to support, shelter, advocate, and educate to promote cultural change and end violence.
At Clearview, financial security is important to us and we’re constantly taking steps to protect you from the threats of fraud and scams. With this in mind, here's this month's financial security tip to help keep you safe!
Tip: National Slam the Scam Day, which was designated by Social Security’s Office of the Inspector General to raise awareness of government imposter scams, took place on March 7. This campaign aims to help people learn how to spot government imposter scams, identify red flags, and report suspicious activity. They also provide some tips to avoid Social Security-related scams, including:
- Remain calm and talk to someone you trust.
- Hang up or ignore the message. DO NOT click on links or attachments.
- Protect your money. Criminals will insist that you pay in a hard-to-trace manner, such as with a gift card, prepaid debit card, cryptocurrency, wire transfer, money transfer, or by mailing cash.
- Protect your personal information and be skeptical of a contact you didn’t initiate.
- Spread the word by sharing your knowledge of Social Security-related scams with family and friends.
1. Available only to new overall membership accounts with an active Business (affiliation) Partner as the member’s employer and they open an Absolute Checking® account. Also available to existing overall membership accounts without a checking product. After one year, maintain a $10,000 combined balance among all your Clearview deposits (savings, checking, IRAs and certificates), a $20,000 combined balance of your deposits and loans or deposit $5,000 or more in total direct deposits during the month and the $5.00 monthly fee ($2.00 for members age 25 and under) will be waived.
2. 100% new money for new members, existing Clearview members need 50% new money to get rate increase. Cannot be combined with any other offer or promotional rate.
3. Excludes Indirect Auto Loans. Cannot be combined with any other loan offer.
2. 100% new money for new members, existing Clearview members need 50% new money to get rate increase. Cannot be combined with any other offer or promotional rate.
3. Excludes Indirect Auto Loans. Cannot be combined with any other loan offer.
Looking for previous editions? View the CPP Newsletter Archive.