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Trust and Investment Services
Marketing Brochures

Trust and Investment Services
for You and Your Family

Trust and Investment Services for You and Your Family 2017 is a single, compact and comprehensive overview brochure presenting your investment and trust services to your prospects.
Written in a clear and friendly style, the brochure provides:

  • thumbnail reviews of each of your investment and trust services;
  • a table of trust services and their purposes;
  • a chart comparing the benefits of your investment management account with those of a living trust; and
  • a table of tax savings to be gained with a trust-based estate plan.

Updated annually to reflect changing tax laws and the current economic and investment climate.

Key sales development usages include:

  • in-bank rack distribution for developing leads;
  • as a response device in connection with a direct mail program;
  • as a handout at seminars led by trust personnel; and
  • as a “leave-behind” following a one-on-one sales contact.

Custom formats
The Trust and Investment Services booklet is also available for printing in custom formats (special colors, custom cover, etc.) to your specifications.

Request samples and more
information today!