How Christian Financial Credit Union Helps You Plan Ahead With Trusted Member Resources

No one wants to think about loss — but preparing for it is one of the most meaningful gifts you can give your loved ones. Having the right documents, insurance, and financial plans in place can ease stress, protect your family, and ensure your wishes are honored. At Christian Financial Credit Union, we’re committed to helping you navigate these important decisions with compassion, clarity, and trusted tools designed to support you through every stage of life.

As a member, you have access to valuable resources that make planning easier, including discounted estate planning services, life insurance comparison tools, and affordable protection options. And if you need help understanding where to start, our certified financial counselors are here to guide you one‑on‑one.

Why Preparing for Loss Matters

According to a 2025 Trust & Will Estate Planning Report, 83% of Americans recognize the importance of estate planning – yet only 31% have a will. Estate planning directly intersects with financial anxiety, personal values and wealth transfer – setting up your dependents, even your pets – with a financial future. These are important considerations, but the answers become much clearer when you have the right support.

Preparing ahead helps you:

• Ensure our wishes are documented and legally protected
• Reduce financial and emotional stress for loved ones
• Organize important accounts, documents and beneficiaries
• Make informed decisions about insurance and estate planning
• Protect your family’s long-term financial stability.

Planning isn’t about expecting the worst. It’s about giving your family peace of mind.

Trust & Will: Easy, Affordable Estate Planning for Members

Creating a will or trust is one of the most important steps in preparing for the unexpected. Christian Financial Credit Union partners with Trust & Will, an online estate‑planning platform that makes the process simple, secure, and affordable.

As a member, you receive a 20% discount on any estate plan. Trust & Will guides you step‑by‑step so you can complete your documents confidently and conveniently from home. Trust & Will services are affordable, coupled with expert support, and can be completed easily with their step-by-step instructions. Estate plans can be completed in as little as 30 minutes, and are built by attorneys, so they are state-specific and legally-valid documents, customized to your individual needs.

Policygenius: Compare Life Insurance Options in Minutes

Life insurance is a key part of preparing for loss, but choosing the right policy can feel overwhelming. Through our partnership with Policygenius, you can compare quotes from top insurers in one place — helping you find the right coverage at the right price.

With Policygenius, you can:

• Review multiple policies side-by-side
• Understand coverage types and costs
• Get personalized recommendations
• Apply online with expert support

It’s a simple way to make sure your family is financially protected.

TruStage: Affordable Coverage Designed for Credit Union Members

As a Christian Financial member, you also have access to TruStage, a trusted provider of insurance products created specifically for credit union members. TruStage offers a range of options to help protect your family and your finances, including:

• Life insurance
• Accidental death and dismemberment (AD&D) coverage
• Auto and home insurance
• Health and supplemental insurance

As a Christian Financial member, you also have access to TruStage, a trusted provider of insurance products created specifically for credit union members. TruStage is designed to meet those needs with straightforward, budget‑friendly solutions.

Personalized Guidance Through One-on-One Financial Coaching

Planning for loss can feel emotional and overwhelming — but you don’t have to navigate it alone. Christian Financial Credit Union offers free one‑on‑one financial coaching with a certified financial counselor who can help you understand your options and create a plan that reflects your values and goals.

During your session, you can:

• Review your current financial situation
• Discuss estate planning basics
• Understand life insurance needs
• Organize accounts and beneficiaries
• Build a plan to protect your family’s future

Our counselors provide compassionate, judgment‑free support to help you feel confident and prepared.

Take the First Step Toward Peace of Mind

Whether you’re preparing for end-of-life care, estate planning tools, or resources for life insurance, Christian Financial Credit Union is here to help you plan with confidence. Depending on your needs, we can also connect you with our Investment Center, which can help you take the next step and handle more complex situations with a personalized approach.

Explore your member benefits, connect with our trusted partners, or schedule a one‑on‑one session with a certified financial counselor today. Preparing now means protecting the people you love most — and we’re honored to support you every step of the way.