CUInsight Publisher & CEOLauren Culp is joined by Saeid Kian, Co-founder and CEO at Ribbon for a quick interview with just 3 questions about estate planning for credit unions…
Three questions:
- (0:28) Why did you decide to start Ribbon?
- (4:16) What's in it for credit unions to offer an estate center?
- (7:38) There's been a lot of talk about the ongoing greatest wealth transfer in history right now, where wealth is being passed from one generation to the next. What do credit unions need to do in order to be part of the greatest wealth transfer in history?