Corporate Partners
Directions Credit Union
Serving the community with trusted
financial products and services.  Directions
offers consumers & business a full array of banking products.
   

“The Snell Group” Merrill Lynch Advisory Team
“The SNELL GROUP provides tailored, knowledgeable investment planning, and services, totaling over 100 years of experience with Merrill-Lynch. Our goal is to understand our clients' needs and provide high-quality financial solutions and services - along with the insight and perspectives of our strong research resources.”

Toby Kominek, Long Term Care Specialist
Our Mission Statement:
We see a time when every individual will live fully and completely in dignity, comfort, and independence without financial burden.  To that end, our work, passion, and purpose is to bring appropriate long term care financial solutions to all those we meet. 

 

 
We believe that true quality of life is defined by the Legacy one leaves behind.  The Legacy Kit Online is delivering new opportunities for individuals to enrich and illustrate their life’s experiences; while, allowing them to have the peace of mind which comes from having their affairs in order.  The Legacy Kit Online also provides businesses with a unique opportunity to connect with customers, donors, and employees by providing a meaningful gift. 

 

Fill Out the Form Below for More Information on
Our Corporate Discount Program

Company Name: *
Contact Name: *
E-mail Address: *
Phone:
Website:
Interested in Branding Your Own?Yes
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CUSTOMIZATION / BRANDING

Businesses and organizations using the kit are given the option of branding The Legacy Kit with your group’s logo, as well as custom colors for the portfolio or text changes to the booklet that are unique to your mission.

You can also select the program you would like to offer, including the original printed booklet and color portfolio, printed booklet only, the leatherette portfolio option, or the new electronic version which offers even more opportunities to customize and tell your story.

Among Our Corporate Clients: