Overview

The use of trust services is not only reserved for the wealthiest individuals. More individuals require sophisticated retirement and estate planning which involves the use of a strong trust services partner. Your members may turn to you for guidance and now you can serve their needs through the MEMBERS Trust Company.

Trusts help members achieve financial and legal objectives like saving on estate taxes, minimizing probate, avoiding a guardianship, providing asset management, and assuring personal wishes are carried out after your death. For many, all the personal objectives can be summarized into one overall goal: Use legal tools like trusts to grow, protect and preserve assets for members and their loved ones.

Advantages for your credit union:

• Increase your income potential
• Provide a competitive advantage over banks and wirehouses
• Increase your assets under management
• Maintain or enhance primary financial institution status
• Increase member loyalty and retention 

Advantages for your members:

• A familiar source for the trust and financial planning services they seek.
• The convenience and comfort of dealing with their credit union.
• Access to trust services experts  with over 16 years experience in serving credit unions.

Take the next step: 

• Call your CUNA Mutual Sales Executive at 1-800-356-2644.