Trust Services Brochure
Client: First Tennessee Bank, Doug Carpenter Advertising
Objective: Promote First Tennessee Bank’s Trust Services.
Challenge: Appeal to older, affluent and successful bank customers by looking deeper into the motivation for their financial goals to communicate on a more personal level.
Take a moment to remember what you’re working for.
First Tennessee Trust Services
Planning for the future.
In an era when many investment managers are preoccupied with quarterly results, we at First Tennessee Bank build client relationships that often last for generations. We already recognize you as special, and we are eager to help you build and preserve financial security for yourself and for your family.
Today’s Decisions Determine Tomorrow’s Reality.
Although our trust department does not write wills, our professionals can assist you by getting your plans in order before attorneys are involved. Many of our customers have found this service to be a convenient way for them to plan a will or a trust that is customized to their specific needs. Because we are a trust institution, we are able to offer a wide variety of fiduciary services, including estate settlement. We tailor our services to fit each of our clients. Everyone who turns to us for informed, unbiased guidance has a unique combination of investment goals and time frames, tax concerns and personal circumstances.
First Tennessee’s Trust Department helps you:
• minimize estate taxes
• achieve long-term investment goals prudently
• create a continuity of financial security for your family
• provide for full, personal financial management in the event of illness or of incapacity
• have peace of mind and freedom from time-consuming paperwork and investment details
Personal Trust Services Offered:
Investment Management Account
Because we follow the principle of prudent investing, the families we serve enjoy added peace of mind. We offer experienced, objective management of your investable assets, which is attuned to your goals, income needs and risk tolerance. Our moderate annual fee also covers full custody service, which includes record keeping, collection of income and regular reports. This relationship can be established either as an agency account or as a trust account.
Revocable Living Trust
Privacy, possible estate tax savings, avoidance of probate, and ongoing management of assets in case of incapacity are just some of the many advantages of using a living trust in your estate plans. Your trust can continue functioning beyond your lifetime, creating a continuity of financial security for your family.
Irrevocable Insurance Trust
This trust is used to remove insurance proceeds from your taxable estate. The principal of the trust consists of the proceeds of a life insurance policy.
When you name First Tennessee Bank, you can be assured that your wishes are carried out as directed by your will. We assume the responsibility of managing your estate and safeguarding the assets until all debts are collected and payments made. We then distribute remaining assets as you have directed, prepare all paperwork, and file any tax forms and court reports.