SPECIALIZED BANK SERVICES. 9. 9.1 International Banking 9.2 Insurance and Brokerage 9.3 Cash Management 9.4 Trusts. Lesson 9.1 INTERNATIONAL BANKING. GOALS. Identify three types of financial institutions engaged in international banking
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9.1 International Banking
9.2 Insurance and Brokerage
9.3 Cash Management
Identify three types of financial institutions engaged in international banking
Describe international services offered by banks
Explain the effects of the Gramm-Leach-Bliley Act of 1999
List typical insurance and brokerage products available from financial institutions
Explain why banks are in a good position to offer cash management services
List several cash management services banks perform for businesses
Explain what trust services are
Identify important types of trust services banks provide
A charitable remainder trust (CRT) is an irrevocable trust designed to convert the highly appreciated assets of a trustor into a lifetime income stream without generating estate and capital gains taxes.
A living trust is a legal document that provides an expedient way to transfer property at a person’s death.