3/14/2024 Take care of a loved one who has special needs with a special needs trust https://www.ubt.com/learning-center/blogs/take-care-loved-one-who-has-special-needs-special-needs-trust A special needs trust can be beneficial for certain family members, but it requires close adherence to the rules. Read More PersonalEstate Planning
9/20/2019 Stacia Thiesen https://www.ubt.com/about/directory/stacia-thiesen BusinessBusiness BankerSmall Business BankerBusiness Financing
9/3/2019 Barb Bulow https://www.ubt.com/about/directory/barb-bulow My commitment to my customers is unwavering; building relationships is my top priority. Read More PersonalHome Loan Officer
10/6/2023 John Sutera, Wealth Management https://www.ubt.com/john-sutera-wealth-management John Sutera, Senior Wealth Advisor for Union Bank & Trust in Omaha, takes a personal approach to serving clients. So much so, many of them consider him family. Read More PersonalWealth Management
1/24/2024 Accident Expense Insurance https://www.ubt.com/careers/insurance-benefits/accident-expense Personal
1/24/2024 Hospital Indemnity & Critical Illness Insurance https://www.ubt.com/careers/insurance-benefits/hospital-indemnity-critical-illness-insurance Personal
1/24/2024 Accidental Death and Dismemberment Insurance https://www.ubt.com/careers/insurance-benefits/accidental-death-and-dismemberment-insurance Personal
3/27/2024 Retirement Chat: Market Volatility https://www.ubt.com/learning-center/podcasts/retirement-chat-market-volatility Jason sits down with Joe, an investment officer at UBT to discuss current market volatility and how that affects your retirement. Read More BusinessRetirementMarkets
3/27/2024 24 smart ways to use your tax return in 2024 https://www.ubt.com/learning-center/blogs/24-smart-ways-use-your-tax-return-2024 Wondering what the best money move is for this sudden springtime windfall? Well, you’re in luck, here are 24 tips! Read More PersonalManaging Your MoneyTaxes
3/26/2024 Just doing our jobs: Saving a customer from fraud https://www.ubt.com/learning-center/blogs/just-doing-our-jobs-saving-customer-fraud We had a chance to visit with some members of UBT’s Customer Service team who were able to save a customer from losing nearly $100,000 to bad actors. Read More PersonalCommunity CommitmentFraud
