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 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. Enjoy your association news anytime, anywhere. Scan the QR code to visit our online publication to stay up to date on the latest association news, share articles and read past issues. virginia-auto-dealer.thenewslinkgroup.org Continued from page 15 16 Virginia Auto Dealer
RkJQdWJsaXNoZXIy MTg3NDExNQ==