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We have partnered with Lincoln Financial Advisers

Helping members plan for financial goals.

Contact us to schedule an appointment with Lincoln Financial

 

Lincoln Financial Advisers are registered to offer life insurance, annuities, stocks, bonds, and mutual funds.

Services

Lincoln Financial Advisers work with clients to prepare a profile that considers their needs, goals, time frames, and risk tolerance. This overview becomes the basis for an ongoing relationship to help clients stay on course in meeting their financial goals. Their experience covers not only the individual’s needs but also assists with the needs and issues affecting business owners.

Trust Accounts

The purpose of a Trust is to set up assets to be transferred to another person (beneficiary) in the event of a death. Each Trust is written by an attorney to be administered and customized according to the person’s wishes. A copy of the entire Trust document is required to ensure the credit union can administer the Trust.

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My favorite thing is how you go out of your way to accommodate your members.

Joan B - 35 year member

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Disclosures

Insurance and investment products offered by our trusted vendor partners are not deposits, obligations of, or guaranteed by People Driven Credit Union and are not insured by the National Credit Union Association (NCUA), the National Credit Union Share Insurance Fund (NCUSIF), or any other agency of the United States or People Driven Credit Union. Any insurance required as a condition of an extension of credit by People Driven Credit Union need not be purchased from the insurance agency of the People Driven Credit Union and may be purchased from a licensed insurance company of your choice.