STRENGTHEN MEMBER RELATIONSHIPS BY DELIVERING EASILY ACCESSIBLE AND AFFORDABLE ESTATE PLANNING SERVICES
Love My Credit Union Rewards has partnered with Trust & Will to bring your members easy, affordable and secure estate planning.
Estate planning fills an important financial need – 66% of your members do not have a will. Trust & Will is the leading online estate planning platform where your members can easily create an estate plan in just minutes to protect themselves and their family.
Members will get exclusive savings of 20% off any estate plan just for being a member of your credit union. Plus, your credit union will earn revenue share for every plan purchased.
GREAT FOR YOUR MEMBERS
- Best-in-market discount of 20% off all Trust & Will estate plans.
- Simple guided experience – plans can be completed in 30 minutes.
- Legally binding documents customized to fit the needs of your members.
GREAT FOR YOUR CREDIT UNION
- Empower members to take control of their financial future.
- Revenue share back to your credit union.
- Free marketing materials, educational content, & reports to track member engagement.
TRUST & WILL FOR FINANCIAL ADVISORS
Love My Credit Union Rewards Trust & Will program now includes estate planning solutions for credit union financial advisors.
Empower your team with a streamlined solution to help members plan their financial goals and have increased visibility into their
estate planning decisions – helping you to serve them better.
The Love My Credit Union Rewards Trust & Will Advisor Portal provides unique value to financial advisors, including:
- 20% discount for advised members
- Annual Licenses available for advisors to provide FREE estate plans to clients
- Relevant and curated resources to drive estate planning education
- Dedicated support team for Advisors providing guidance and resources
