Dear Association Members, We’re thrilled to announce the beginning of an exciting new chapter for the Montana Funeral Trust through a strategic partnership between the Montana Funeral Directors Association (MFDA) & US Alliance Life and Security Company – Montana. What This Means for You Starting October 1st, US Alliance will become the new administrator of the Montana Funeral Trust. This transition brings enhanced stability, excellent customer service, and increased growth; benefiting your funeral home, your clients, and the strength of the association as a whole. Guaranteed Growth – For Everyone Whether you're enrolling new customers or have existing funds in the Montana Funeral Trust, you’ll now enjoy a guaranteed 2.99% growth rate, locked in for five years starting October 1. That means: Better value for the families you serve Stronger returns on pre-need funds Increased confidence in the trust’s long-term performance Act Now – Ensure Seamless Access by October 1 To make sure your funeral home has access to the new system on Day One: Complete your enrollment form today at https://forms.office.com/r/8RtAh8hvVZ or email me directly at katherine@usalliancelife.com. As a thank you, everyone who enrolls will receive a FREE customized YETI tumbler! What’s Next? As we approach October 1st, you'll receive personalized information about your funeral home’s trust accounts and access details. We’re committed to keeping communication clear, timely, and helpful every step of the way. If you have any questions, don’t hesitate to reach out to me or to the Executive Director of the Montana Funeral Directors Association, Terri James. Additionally, you will have the opportunity to review the updated forms, suggest any changes, and play an active role in helping the MFDA ensure the needs of the community are met. Your input is valuable and appreciated. Warmly, Katherine Kosloski Montana Trust Partner Representative Cell Phone: 701-527-7322 Email: Katherine@usalliancelife.com Meet Your New Montana Trust Partner Representative Hello! I’m Katherine Kosloski, your dedicated Montana Trust Partner Representative. I’m here to ensure your transition into this new chapter is smooth, straightforward, and successful. I look forward to working alongside you to grow your business and serve your families better than ever. Montana Funeral Trust Update Scan the QR Code to enroll today and receive a free YETI tumbler!
RkJQdWJsaXNoZXIy MTg3NDExNQ==