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CAPITAL'S TRUST SERVICES Selecting an appropriate trust company or trustee is not an easy task. At Capital Investment Companies (CIC), we understand the importance of providing complete fiduciary services from a single source, while not compromising the service or investment advice we offer our clients. We use The Trust Company of Sterne Agee, Inc.(The Trust Company), headquartered in Birmingham , AL., TRUST COMPANY OF STERNE AGEE, INC. The Trust Company was established to meet the individual and institutional demands for higher levels of personal service and to provide a broad selection of high-quality investments in a fiduciary environment. CIC concentrates its resources on its core business -- meeting your investment needs. Whether you are seeking fiduciary services for your company or for yourself, we promise to take the time to help you understand the many complex issues and regulations, to work with you in planning strategically, to look at all the options, and to help you make thoughtful but sometimes difficult decisions. Our team can also provide creative solutions to your company's employee benefit needs. The delivery of quality service starts with people, but it must also include proven operational capabilities. The Trust Company has the experienced personnel as well as the sophisticated technology needed to manage your fiduciary affairs in a prudent and timely manner. CIC with The Trust Company offer you these advantages:
Today - we manage over $200 million with $1.1 billion under administration. The Trust Company is the central delivery channel of personal and charitable trusts, employee benefit plans, and corporate trust services for the Sterne Agee affiliates. The following service features help us achieve this goal:
CIC, along with The Trust Company, offers you a unique duo of professional objectivity, flexibility, expertise and integrity unmatched in today's financial marketplace. Let CIC and The Trust Company successfully assist you in achieving your long-term financial goals and objectives. Take-Away Trust Strategy: Trust Sales Concept Perhaps the easiest and quickest way for any financial professional to expand their practice into the trust market is by focusing their marketing on moving existing accounts from other trustees. A concept called “Take-Away Trusts.” The sales cycle for a take-away trust is typically much shorter than that of a new trust. Although some older trust documents can contain language that restricts the exchange of trustees, most trusts do allow it. At The Trust Company, we’re here to help you with a complimentary review of your client’s trust documents and assets. During the review, we will determine the best strategy, process and requirements to potentially move the account to your practice. This way, you will know up front what is required and you will avoid wasting time on non-productive accounts. CLIENT PROFILE Any prospect with a trust managed by a bank trust department or trust company. ACTION STEPS 1. Send a copy of the entire trust document and include any/all amendments and most recent asset statements to your Trust Company Consultant; 2. Your Consultant will review the document and statement to determine if the account can be transferred; and 3. The Consultant will provide you with a summary of the steps needed to transfer the account, or if applicable, the reason(s) why the account cannot or should not be transferred. PROSPECTING YOU make the difference! There are many trust companies out there today that could likely serve your prospects needs. However, very few of these companies allow you to be actively involved in your client’s trust. Only you can offer the unique package of your financial management with The Trust Company as the administrator. PROSPECTIVE MOTIVATORS Motivators for prospects and clients to change trustees to The Trust Company: - The strength of the existing relationship they have with you; Trust: The Untapped Market – A Prospecting Guide Trust Transfer Program Telephone Script .
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