Montana Funeral Trust: Continuing a Legacy of Care

A Partnership Built on Trust

The Montana Funeral Directors Association (MFDA) is committed to helping Montana families plan ahead with confidence.

To continue that mission, MFDA has partnered with US Alliance Life and Security Company – Montana to support and administer the Montana Funeral Trust, a secure, regulated way to set aside funds for future funeral expenses.

Effective October 1, 2025, US Alliance Life and Security Company – Montana will serve as the new Trust Administrator and Trustee.

This change strengthens the trust’s foundation and ensures continued local oversight and protection for Montana families.

What This Means for You

The Montana Funeral Trust remains the same Trust you’ve trusted for years, now supported by a Montana-based life insurance company.

US Alliance Life and Security Company – Montana is domiciled and regulated in Montana, meaning it is overseen by the Montana Commissioner of Securities and Insurance for your added peace of mind.

Your Guaranteed Rate

Funds held in the Montana Funeral Trust will receive a guaranteed 2.99% rate for five years from the date of purchase.

This rate applies to both new and existing funds on October 1, 2025, helping your investment in future care grow steadily and predictably.

Why Families Choose the Montana Funeral Trust

Locally managed and Montana-regulated

Guaranteed growth to help offset future costs

Funds remain secure and are used for their intended purpose

Peace of mind knowing your arrangements are planned and protected

Have Questions? We’re Here to Help.

If you would like more information about the Montana Funeral Trust or recent updates, please contact the Montana Funeral Trust Support Team at:

1303 SW First American Pl Ste 200

Topeka, KS 66604