Why Wait? Rebalance NOW to Optimize Your Funding Mix in 2022

Today’s unprecedented levels of liquidity won’t last forever. Now is the time to diversify your funding sources.

By replacing brokered deposits with highly stable, 
non-brokered deposits sourced from trust accounts ─ 
such as irrevocable trusts, testamentary trusts and defined benefit plans ─ banks can optimize their funding mix.

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Why Are Trust Accounts Favorable?

The FDIC brokered deposit statutory exemption affords banks favorable balance sheet treatment and the potential for lower FDIC assessment costs.

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