Banking on the Go?
App-solutely! Banking on the Go?
App-solutely!

Remote Deposit Anywhere Is Coming Soon

Eric Conner, Chief Technology Officer and Executive Vice President, Univest Bank and Trust Co.

Univest will soon introduce a new way to deposit your checks using your iPhone® – Remote Deposit Anywhere (RDA). You'll soon be able to touch, tap and transact through Univest's mobile banking app for the iPhone.


A Window of Opportunity for Charitable Lead Trusts

Timothy V. Swartley, CFP®, Senior Vice President and Senior Trust Officer, Univest Bank and Trust Co.

Historically low interest rates have heightened interest in an often-overlooked but powerfully effective estate-planning and gift-giving tool – charitable lead trusts (CLT).


You Insure Everything Else … Why Not Insure Your Retirement?

Roberta Kessler, Financial Advisor, Univest Investments, Inc.

When you think of all the discipline it took to accumulate your assets, why worry about running out of money when you don't have to? One way to eliminate the market risk for investments is through the use of Guaranteed Lifetime Income Annuities, which are becoming very popular.

Personal Auto Coverage – Full vs. Limited Tort

Christine D. Lightfoot, Senior Vice President, Univest Insurance, Inc.

In the state of Pennsylvania, two tort options are offered to personal auto policyholders: full tort and limited tort. Policyholders are required to choose one of the two tort options; however, they may not fully understand the difference between them.

New Website Launched

On July 11, 2012, Univest launched the new and improved www.univest.net. With new images and a modern, updated design, the site also offers various enhancements to improve navigation, streamline content and strengthen the overall customer experience.


Be Prepared to Buy Your Dream Home

Joe Deitch, Production Manager, Univest Bank and Trust Co.

If you are ready to purchase a new home or investment property, you need to be prepared as prime properties are selling quickly. There are steps you can take to ensure you are ready to make a qualified offer when the time comes.


A Plan for Your Treasures

Tim Mininger, Vice President and Senior Financial Advisor, Univest Bank and
Trust Co.

If you have done estate planning that arranges for the transfer of your major assets and property, congratulations! You’ve already taken a huge step. But in order to avoid family squabbles, you may also need to direct attention to the distribution of your personal belongings.


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