Imminent Death

Problem:

Fifty-five percent of all adult Americans do not have a will, according to a research study from Harris Interactive® and Martindale-Hubbell® for the last three years. The 2011 EZLaw Wills & Estate Planning survey also shows that while 60% of those surveyed said they believe all adults should have a will, only 44% said they have one.

Solution:

Imminent Death is an interactive tool for credit union employees to easily introduce the importance of creating a basic will with their members.

Test Results:

Fifty-eight percent of the 38 participants tried the interactive tool. After participating, 21% indicated they would make contact with a credit union representative and 24% would visit Legal Zoom to create a will. Reasons for not taking action included: “no interest in a will,” “not driven by fear,” and “I already have a will.” Reasons for taking action included: “it got me to think,” “I would transfer to your credit union if offered this information,” and “caught my eye.”

 

Taylor Carstens
Taylor Carstens
President/CEO
RefiMatch, LLC
Andrew Spirrison
Andrew Spirrison
Vice President Of Retail Delivery
FORUM Credit Union