Banks & Credit Unions

Partnering with CU Trust to offer trust and estate planning services results in valuable benefits for your members/customers and your organization. We are in the ‘peace of mind’ business, helping people grow, protect, and direct their assets, and protecting their legacies—both during their lifetime and after they are gone.

Choose your partnership level

Respecting the unique requirements of financial institutions who are interested in offering trust services, we offer multiple partnership levels to match your needs.

Owners of CU Trust

In addition to the benefits offered to Partners of CU Trust (below), owners serve on the board and share in the profits of the organization. Ownership is exclusively reserved for financial institutions, ensuring a solid and reliable owner base.

Partners of CU Trust

Partners offer trust services and receive compensation based on the business that is generated through their partnership. They receive marketing and operational support and commit to providing team and facility access to implement programs and hold onsite meetings within the FI’s service area as needed. Benefits include:

  • Increased customer / member satisfaction
  • Conversations that unearth additional opportunities for you
  • Financial benefits for referred business
  • Enhanced relationships with other COIs in your market (attorneys, CPAs, and more)

Referrals to CU Trust

For those not ready to be an official CU Trust partner, we are still able to assist your members/customers. Keep it in the family and refer them to CU Trust. We’ll be sure to follow up promptly on any referrals or inquiries. 

Additional opportunities

There are other investment and partnership levels available, depending on your needs and interests. We welcome the opportunity to discuss those deeper partnership options with you.

Why I'm an owner

AAACU is one of the co-founders of CU Trust.
We remain just as passionate today.

Don Mills, President and CEO

 

Let's talk about your needs.

Built on a legacy of service.

Owners & Partners

Owners and partners receive valuable information sessions for employees and ongoing marketing, sales, and operational support to help program adoption.

Members & Customers

We work to respond to inquiries within one business day and provide thoughtful and professional insights, whether helping a young couple get started on an estate plan, providing guidance and attorney contacts for legal changes, sharing the benefits of using a professional trustee, or discussing what matters most when it comes to their particular situation.

Strengthen
Relationships

Additional services help keep the relationship “in the family”

Fee
Income

Your FI may receive a portion of the CU Trust fees paid by the client

Expanded
Opportunities

Discussion of future plans often leads to expanded current services