The League is considering adding a pooled trust to its portfolio of services and has engaged True North Strategic Advisors to assist in this planning process. We would like to request your feedback and that of your consumers to identify t the interest and need for a pooled trust in the state and to gather input from those of who may have experience with existing pooled trusts.
To facilitate this feedback, we are asking for your participation in a 5- to 10-minute survey. To take this survey, simply click on this link: https://survey.sogosurvey.com/r/4ppVxR.
If you have any questions about the survey or process, please contact Kayla Luithly at firstname.lastname@example.org. If you have any questions about pooled trusts, please contact John Guingrich at email@example.com.
Thank you in advance for your participation and for sharing with your consumers.
5821 S. Anthony Blvd
Fort Wayne, IN 46816