At Polaris Financial, we believe that estate planning is an important part of any comprehensive wealth management program. That's why we are excited to announce that trust and will services are available as part of our bank and credit union programs!
Trusts and wills can be made available to everyone and are a great way to engage your customers or members. This will also generate additional revenue for banks and credit unions as part of their wealth management programs.
With our trust and will services, clients can have peace of mind knowing that their assets will be managed and distributed according to their wishes. Our experienced financial advisors will guide clients through the entire process of creating a personalized plan that reflects each clients’ unique needs and goals. We are dedicated to providing clients with the necessary services and support to make informed decisions about their legacy and the future of their loved ones.
Easily expand your customer and member offerings today. Contact us today to learn more about how your bank or credit union can benefit from our trust & will services and our wealth management programs.