Marketing Materials

Following is a list of brochures that help in discussions of Santa Fe Trust.  They can be reviewed by clicking below.
Contact Us to receive hard copies for your clients.


- Overview of Santa Fe Trust   -  (295kb .pdf)
An introductory piece establishing us as a chartered trustee for your clients.


- Cemetery and Funeral Trusts   -  (205kb .pdf)
Many states are becoming more specific in administration of trusts relating to cemetery and funeral prepayment plans.  Offering your investment services to these companies may result in the possibility of large trusts being moved to us with you as the qualified investment agent.


- Charitable Trusts   -  (179kb .pdf)
Charitable Trusts produce good outcomes for altruistic people who are interested in reducing their tax exposure and using dollars that would otherwise be taxed to benefit their favorite charities and heirs.

 

 

Watch for new Marketing Materials as they become available.

 

 

 

 

 

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