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 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.
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.
You Might Also Be Interested In...
Rewards Credit Card
Get rewarded for every purchase you make.
Member Reward Offers
We believe our members deserve to be rewarded. That is why PDCU rewards you for all types of activity
Getting the home of your dreams starts at your credit union. Apply for your PDCU mortgage with our expert processors at Member First Mortgage
My favorite thing is how you go out of your way to accommodate your members.Joan B - 35 year member