Business Investments

For your most important financial decisions, it's good to have a knowledgeable partner within the community who has the knowledge and resources to help you explore the full range of available options and help develop a solution tailored to your needs.

Lake Trust Credit Union makes these personal services available through its partner, MEMBERS Financial Services°. Your local MEMBERS representative *, Bob Dillon, can help you and your employees in:

• Business Planning
• Life insurance
• Retirement plans
• Investment planning
• Educational seminars
• 401(k) plans

Learn more about MEMBERS Financial Services or schedule an appointment for a personal analysis at no cost or obligation. Call Bob at 517.267.7303 or 888.267.7303 or send an email°.

* Representatives are registered through, and securities are sold through, and Investment Advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member NASD/SIPC, A Registered Investment Advisor, 2000 Heritage Way, Waverly, Iowa 50677, toll-free (866) 512-6109. Insurance sold through licensed CUNA Mutual Insurance Society Representatives, and in New York, licensed insurance representatives of other companies. Nondeposit investment products are not federally insured, involve investment risk, may lose value and are not obligations of or guaranteed by the credit union.

°Third party website. Lake Trust Credit Union is not responsible for the content, availability, security or compliance of any linked third party websites. In addition, the site's privacy policies may differ from those of Lake Trust.