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
- 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
- as a response device in connection with
a direct mail program;
- as a handout at seminars led by trust
- as a “leave-behind” following a one-on-one sales contact.
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
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- Front and back covers available for custom messages.
- Custom covers and text pages available.
- 3 7/8" x 9 ", 16-pages, plus cover