We understand the importance of estate planning, which is why we partnered with Trust & Will to offer your members exclusive savings and easy access to essential estate planning services through Love My Credit Union Rewards. Did you know that 66% of your members lack a will? With Trust & Will, they can easily create a plan in just minutes, protecting themselves and their families with confidence.
Empower Your Financial Advisors
Love My Credit Union Rewards Trust & Will program now includes estate planning solutions for credit union financial advisors. Equip your team with tools that enhance member service and streamline financial goal planning:
Member Savings: Advisors can offer a 20% discount to members they advise, making it a win-win for all.
Annual Licenses: Advisors can provide free estate plans to clients, adding value to their services.
Curated Resources: Access relevant resources to drive education around estate planning and its importance.
Dedicated Support Team: Advisors receive guidance and resources from a dedicated support team, ensuring they can effectively assist members.
Join us in making estate planning easy, affordable, and secure for your members.
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