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.

None of Strategic Bank Solutions, LLC, it's Principals or ING Financial Partners give specific legal or tax advice. Please consult with your professional tax or legal advisor for your personal situation.