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Idea from Justin Estes

Justin Estes

Title

How to Perform a Financial Checkup Before Summer Starts

Summary

Summer is an excellent opportunity to tie-up financial loose ends, especially in 2020. This article will take a deep dive into the various transitions your customers are experiencing, and highlight the products that CBC offers. For example, high-school graduates will need their own bank account as they begin the next stage of life which will be tied to the Choice Checking account. Business accounts and investment products will all be covered to refresh your customers on what CBC has to offer.

Author

Justin Estes

Keywords

  • bank accounts
  • investment
  • savings