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Credit Union RX 2020 Podcast Series

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Discover how EBTFs, Trusts and other financial tools can increase your members' sense of security in the Credit Union Rx 2020 podcast series, from Members Trust Company.

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  • Podcast

    Preparing for the Big Wealth Transfer with a Trust Services Program

    Members Trust Company (Sponsored) | August 27, 2020

    Over the next several decades, the biggest and wealthiest generation in U.S. history will transfer $30 trillion in assets to their children. The problem is that 60% of American adults don’t have an estate plan. LISTEN NOW.

  • Podcast

    How Investment Management Services Are Helping Financial Advisors Differentiate

    Members Trust Company (Sponsored) | September 09, 2020

    We recently brought together Sheldon Reynolds, Vice President of Trusts & Investments at Members Trust Company, and Julie Bates, Managing Director of Delta Community Retirement & Investment Services, to explain how credit union financial advisors can adapt. LISTEN NOW.

  • Podcast

    How Trust Companies and Attorneys Forge Relationships to Better Serve Clients

    Members Trust Company (Sponsored) | October 13, 2020

    Trust administration is a detail-oriented and time-consuming task, yet many clients decide to let their “eldest child handle it” or decide that “since my brother is a CPA, he can do it.” The challenge is that the client is asking a loved one to take on a major burden during an emotionally difficult time. LISTEN NOW.

  • Podcast

    The Benefits of Working with a Third-Party Acquisition Partner

    Members Trust Company (Sponsored) | October 21, 2020

    In this episode of the “Credit Union RX 2020” podcast series, we brought together Neil Archibald, Chief Operating Officer for Members Trust Company, and Kathy Courtney, Chief Operating Officer of Greenstate Credit Union, to discuss the benefits of entering bank acquisition transactions with a third-party acquisition partner.

  • Podcast

    Offer Employees More While Making More: Employee Benefit Funding Trusts

    Members Trust Company (Sponsored) | November 04, 2020

    In this episode of the “Credit Union RX 2020” podcast series, we spoke with Jason Ritzenthaler, Co-Chief Investment Officer and Director of Investments and Institutional Business for Members Trust Company. He explains how Members Trust Company has helped credit union partners offset 63% of employee benefits costs.

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