Keep your Lifetime Membership
Sun Country Credit Union takes great pride in the relationships that we have built with our members. As you are aware, Sun Health Corporation has merged with Banner Health Care. These changes may bring additional needs, concerns, or options to you as an employee with Banner Health Care. We would like to remind you that Sun Country has a policy of "once a member, always a member" and by keeping your account open you will retain full membership services. Payroll deduction and direct deposit will continue to your accounts and be distributed as you have it now.
Sun Country welcomes and will continue to serve the current and new employees of Banner Boswell Medical Center and Banner Del. E. Webb Medical Center as well as the other Sun Health entities being folded into Banner. Please call 623.975.2100 to answer any questions you may have regarding deposits, savings, lending or investment planning needs.
Prior to making any decisions regarding your 401K options, we invite you to consult (at no obligation) with Diann Hickman (extn. 2170), CUE Financial Consultant located here at Sun Country, to help you take control of your retirement money and invest it the way you want and avoid making costly rollover mistakes.
Thank you for your continued membership here at Sun Country. Remember, together we can make a difference.
An IRA Dilemma: To Roll or Not To Roll
When you take a distribution from your company's retirement plan - at retirement or when you change jobs - you may find yourself with a sizable sum of money.
This windfall is often referred to as a lump-sum distribution. In addition to wondering what you should do with this money, you also may have concerns about taxes and investing issues that you never had to think about before, such as early withdrawal penalties and a 20% mandatory withholding.
Learn More 
Weighing Your 401K Options at Retirement
So you're ready to retire. You've worked hard for many years, and now it's nearly time for you to sit back and enjoy the fruits of your
labor. But before you retire, you need to take a careful look at your 401(k). There's a good chance your 401(k) is one of your single largest assets. And the decisions you make about it can have a lasting impact for you and your family.
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10 Rules for the Retirement Road
Many investment professionals recommend that investors follow these 10 strategies as they plot their way toward retirement. If you are worried that your retirement investment plan is adrift, these rules could help you steer in the right direction.
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Meet Diann Hickman
planning for the future
Diann Hickman is our CUE Financial Group Representatiave. CUE provides a variety of services free to Sun Country members. Diann will work with you at no charge to create a personal financial blueprint to achieve your financial goals.
Whether you're single, just married, or ready to retire, the Financial Network Center can help you design and understand your
financial options.
Design your financial road map today, sleep better tonight!
Retirement and Estate Planning
Insurance
Investment Portfolio Analysis
Annuities
In addition, Diann conducts a variety of free educational seminars that are designed to help you understand your finanacial options.
Contact Diann at 623-975-2100 ext. 2170 or dhickman@cuefinancial.com.
Learn more
NOT NCUA/NCUSIF INSURED • NOT GUARANTEED BY THE CREDIT UNION • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • MAY LOSE VALUE
Mutual funds, annuities and other investments available through CUE Financial Group, Inc. member NASD and SIPC. Diann Hickman is a registered representative of and
securities are offered through CUE Financial Group, Inc. Sun Country Credit Union is not an affiliate of CUE Financial Group, Inc.
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