Trust & Will invites you to their event

Trust & Will for Advisors Product Training for Credit Union Advisors

April 19, 2024 19:00 (PDT)
About 45 minutes

About this event

Trust & Will for Advisors is a modern and online estate planning solution for financial advisors — helping you deliver more comprehensive planning and peace of mind to your clients. This service is offered to participating credit union advisors at no cost to the advisor.

Join us for an exclusive product demo for credit union advisors highlighting:

  • How Trust & Will helps your offer more comprehensive planning
  • The process of how client's will complete their estate plan with our expert support
  • New features that give you more insight into your client's whole financial picture
  • How advisors an leverage estate planning to create deeper connections with your clients

Learn more at trustandwill.com/advisors

Hosted by

  • Team member
    T
    Trust & Will for Advisors Team Webinar Host @ Trust & Will

    The leading estate planning platform, enabling financial advisors to provide more comprehensive planning.

Trust & Will

Estate Planning, made easy.

Trust & Will for Advisors is the nations leading estate planning provider — enabling advisors to streamline the estate planning process for you and your clients.

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