A Collaboration Founded on Trust

As the leading trust administrator and record-keeping company, Funeral Services, Inc. has served as a pioneer in the death care industry by offering new and advanced trust solutions to its clients.

Now, FSI is setting the bar even higher by joining forces with Live Oak Bank, Roosevelt Investment Group and Broad and Cassel to offer funeral home and cemetery owners a complete, turnkey trust solution. This non-exclusive collaboration brings together the strengths of a trustee, recordkeeper, investment manager and attorney. An industry-first, this solution provides business owners with convenience, confidence and control over what matters most: growing and sustaining their business.

For the very first time, the death care industry now has the following services available in one, comprehensive package:

• Industry Experience: Each of the four participating companies works with clients in the death care industry, so everyone understands the goals and regulations specific to these types of accounts.

• Streamlined Communication: The collaboration has streamlined communication across the four participants to save funeral home and cemetery owners the time of coordinating interactions between their trustee, recordkeeper, investment manager and legal services.

• Non-Exclusive Offering: Clients may choose to work with any or all of the participants. If clients are happy with their current trustee, recordkeeper, investment manager or attorney, they will be provided a tailored solution that best fits their business’ needs. FBA

To learn more about this innovative, industry-leading collaboration, visit www.FSItrust.com or call 1-800-749-1340.