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
CLOSING AFFAIRS TRAINING
FOR CREDIT UNION STAFF
Staff training that includes the 60 minutes video plus one copy of the Closing Affairs Kit.
Staff training that includes the 60 minutes 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 pre-planning strategy.
Suggested retail is $275.
For executors or other members as part of an estate pre-planning strategy.
Suggested retail is $275.
WHAT IS YOUR STRATEGY?
- THE LARGEST WEALTH TRANSFER IN HISTORY IS UPON US.
- CREDIT UNION MEMBERSHIP IS AGING.
- WE CAN HELP.