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

I.C.E. BOX
FOR CREDIT UNION MEMBERS

THE "ICASE OF EMERGENCY" BOX IS A GREAT GIFT FOR MEMBERS LOOKING FOR PEACE OF MIND.


ESTATE SETTLEMENT KIT
FOR CREDIT UNION MEMBERS

THE ULTIMATE ESTATE SETTLEMENT PACKAGE WHICH INCLUDES THE ICE BOX AND THE CLOSING AFFAIRS KIT.

Suggested retail for package: $350

$295
$175
$95
$245

WHAT IS YOUR STRATEGY?


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