INVESTING
TO PROTECT AND GROW YOUR ASSETS
CLOSING AFFAIRS TRAINING
FOR CREDIT UNION STAFF

STAFF TRAINING INCLUDES THE 60 MINUTE VIDEO 
PLUS ONE COPY OF THE CLOSING AFFAIRS KIT.



CLOSING AFFAIRS KIT
FOR CREDIT UNION MEMBERS

FOR EXECUTORS OR OTHER MEMBERS AS PART OF 
AN ESTATE SETTLEMENT PRE-PLANNING STRATEGY.

Suggested retail for kit: $275


$295
$150
CLOSING AFFAIRS TRAINING
FOR CREDIT UNION STAFF
Staff training that includes the 60 minutes video plus one copy of the Closing Affairs Kit.
$295
CLOSING AFFAIRS KIT
FOR CREDIT UNION MEMBERS
For executors or other members as part of an estate pre-planning strategy.
Suggested retail is $275.
$150

WHAT IS YOUR STRATEGY?


  • THE LARGEST WEALTH TRANSFER IN HISTORY IS UPON US.
  • CREDIT UNION MEMBERSHIP IS AGING.
  • WE CAN HELP.