• Funds to reward and retain valuable employees on your team. In this scenario, you’d form a reinsurance trust for key employees to serve as a type of deferred compensation plan. • Capital for expansion through strategic buy/sells or for scaling the existing operations to compete in the consolidating auto retail sector. OPTIMIZING YOUR INVESTMENT PERFORMANCE Minimize risk and maximize performance by seeking out an investment manager with a track record of investment performance and expertise in auto dealer reinsurance trusts. The right investment manager will outline the structure and investment policies for your UPR funds to stay within insurer and regulatory requirements and help you set realistic expectations for the returns from your “B” account. They’ll build your portfolio to meet your risk tolerance and timing goals. Fees and expenses are often overlooked but can impact your reinsurance trust returns. Some investment managers augment low management fees for investment portfolios by including their own proprietary funds. These funds, which generate incremental fees, are easy to miss, so look for them and ask for a full disclosure of all fees and expenses, along with an explanation of each. Talk to Truist Dealer Services to get the most from your reinsurance programs. Truist has the specialized expertise and experience to help you structure your reinsurance programs and get the most out of them. We offer a dedicated team of experts focused exclusively on collateral management and reinsurance trust investing, and we’re ready to help you set up your program. To learn more about Truist Dealer Services, visit our website at Truist.com/DealerServices. Truist Bank, Member FDIC. © 2024 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation. Equal Housing Lender. (801) 676-9722 | (855) 747-4003 | sales@thenewslinkgroup.com CONTACT US TODAY. QR Code: website /#ad-space STRONG? Is Your Marketing Plan Advertise in this magazine and strengthen your business. THE GENERATOR 28
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