Your New Bank Offerings

 

 With Strategic Bank Solutions, your bank's capabilities now include....

 

 

 

Mutual Funds, Insurance & Annuities:
Products that can be made available by your registered representative include:
·  Thousands of mutual funds from over fifty top fund families.
·  Fixed and variable insurance and annuity products from the nation's leading carriers.

Customized Financial Planning:
Provided on a fee basis if desired, such strategies can integrate the tax, investment, retirement, business and estate planning process to work toward efficiently achieving multiple goals.

Wealth Management:
Servicing the high-net-worth family and successful business owner is a growing opportunity. Strategic Bank Solutions can enable your bank to address issues specific to this lucrative market segment. These include, but are not limited to:
·  Estate Planning and Asset Protection: Helping establish multi-generational strategies that can help ensure asset transfer and preservation according to your client's wishes.
·  Business Planning: Enabling your bank to address the needs of the business owners in your community by providing tax-efficient solutions to address the consequences of business success.
o        Traditional and "Top-Hat" Pension plans.
o        Funding buy/sell agreements--often on a tax-deductible basis.
o        Deferred compensation & other non-ERISA programs.
o        Tax-advantaged business succession planning.

Strategic Bank Solutions provides your bank with a true Wealth Management Capability on a very cost-effective basis.

Enhanced Local Marketing Capacity with the support of a wide range of ING Financial Partners initiatives & assistance.

Deposit Creation: SBS can help create new deposits for your bank in several ways. These include, but are not limited to:

  • Arranging for Commercial Account Cash Sweeps into interest-bearing accounts.
  • Sweeping Surplus ING Investment Cash daily back to an interest bearing account on your books in the client's name.
  • Consolidating Cash Balances, as appropriate, from investment accounts outside the bank.