Through LMCUR’s exclusive partnership with Trust & Will, your credit union can help members protect their financial futures while positioning your institution as a forward-thinking, lifelong financial partner. Did you know that and estimated 66% of your members do not have a will? With the Trust & Will program, they can easily create a will or trust 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.
Free Estate Plans: Offer as a perk for existing clients or an incentive for new client acquisition when purchasing an annual license.
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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