Lincoln Financial Advisers are registered to offer life insurance, annuities, stocks, bonds, and mutual funds.
Lincoln Financial Advisers work with clients to prepare a profile that considers their needs, goals, time frames and tolerance for risk. 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 needs of the individual but also assist with the needs and issues affecting business owners.
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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