Investment Services Bonus Promotion

While retirement may feel like a distant dream, it’s never too early to start investing in your future. In fact, the more you invest now, the bigger the payoff could be later. Right now, get a bonus of up to $1,200* with your qualified investment in an advisory account with VyStar Investment Services. Here's how it works:

The bigger the investment, the bigger the bonus!

• $100,000 - $249,999 = $500
• $250,000 - $499,999 = $700
• $500,000 - $999,999 = $900
• $1,000,000 + = $1,200

Get a bonus of up to $1,200* with your qualified advisory account investment in:

• Retirement income planning
• Annuities
• Long-term care planning
• 401(k) transition services
• Social security planning

Request an appointment here online or call 904-908-2495 to schedule a consultation.

*This offer is valid on advisory account only. VyStar Credit Union will pay a cash bonus, in the form of a Direct Deposit to your VyStar savings account during the offer period, 8/1/23 - 10/31/23. The advisory account must be funded within 60 days of the opening date and the deposit must be held in the account for at-least 90 days from the date of deposit to receive the bonus. Once the 90-day requirement is met, the bonus will be issued to the account holder within 14 business days. Limit one offer per member. All deposits must be received in an advisory account within 90 days of the conclusion of the campaign to be eligible for this promotion. The minimum qualifying deposit into an advisory account to participate in the bonus offer is $100,000, which will award you a bonus of $500. For purposes of this offer, qualifying net new assets are calculated by adding total incoming assets or transfers (including cash, securities and/or margin debit balance transfers) and subtracting assets withdrawn or transferred out of the account within the preceding 52 weeks. To receive $500 bonus, advisory account must be funded with $100,000- $249,999. To receive $700 bonus, advisory account must be funded with $250,000- $499,999. To receive $900 bonus, advisory account must be funded with $500,000-$999,999. To receive $1,200 bonus, advisory account must be funded with $1,000,000 or more. This is not an offer or solicitation in any jurisdiction where VyStar Investment Services and VyStar Credit Union is not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction. You have choices about what to do with your employer sponsored retirement plan accounts. Depending on your financial circumstances, needs and goals, you may choose to roll over to an IRA or convert to a Roth IRA, roll over an employer sponsored plan from your old job to your new employer, take a distribution, or leave the account where it is. Each choice may offer different investment options and services, fees and expenses, withdrawal options, required minimum distributions, tax treatment, and different types of protection from creditors and legal judgments. These are complex choices and should be considered with care. Visit vystarinvestmentservices.com or call an LPL Financial Advisor at VyStar Investment Services at 904-908-2495 or 1-800-445-6289 option 4, ext. 2495 for more information about your choices.

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.