Estate and Trust Referral
 
The Estate & Trust Referral Program is available to any credit union. There are no costs to join and no contracts to sign. Your credit union earns commission on qualified personal and corporate trust referrals. Making a referral is as simple as introducing your member to Concentra.
 
Your member receives:
  • Assistance in understanding the options.
  • Access to professional trust services designed to meet their requirements.
Your credit union receives:
  • Access to expanded lines-of-business.
  • New ways to strengthen relationships with your members.
  • Referral commissions.
Concentra offers:
  • Over 50 years of experience in the development and delivery of trust products and services.
  • A team of highly experienced trust professionals.
  • Client service and administration centers that are easily accessible by toll-free phone, fax or email.
  • A commitment to efficient, high quality client service.
  • Respect and support for your credit union’s role as the owner of the member relationship.
  • An electronic Trust Services Bulletin to keep your credit union up to date with program developments, announcements and other important communications.
  • Free subscription is available to credit unions. Log-in to subscribe.
Your credit union’s role is to:
  • Assess the situation.
  • Understand the potential need.
  • Facilitate an introduction of your member to Concentra.
  • Maintain the ongoing member relationship.
The role of Concentra is to:
  • Provide your member with professional trust solutions to fulfill their unique requirements.