64% of Americans don't have a will.
Of those without a plan, about 27% said there isn't an urgent need for them to make one and 15% said they don't need one at all. This leaves a tremendous burden on your members and their families--about something that is unfortunately inevitable for 100% of us.
But creating a will doesn't have to be a burden. Join us for the details on the next i4 incubator test, Will Be Done to find out how you can be there to look out for your members where other financial institutions stop short. Help your members overcome the obstacles keeping them from finalizing their will...and have happy, loyal members for life.
During this brief session Marnie will (no pun intended):
- Dive into the history of Filene and the purpose of the i4 incubator
- Discuss the prototype test for Will Be Done
- Brag a bit about the fantastic people Filene worked with to bring this idea to life
- Answer questions regarding Will Be Done
February 6 at 1:00 PM CST (Also held February 1)
If this time doesn't fit your schedule email Marnie directly here.
You WILL be glad you took the time to learn about this opportunity to better serve the full spectrum of your members' needs. (Okay, pun intended there. Death is a serious subject, but it doesn't mean we can't make a few silly puns to lighten the mood.)
