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ABA: The American Bankers Association

Money Concepts: Wealth Management and Financial Planning

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Provider: Money Concepts International Incorporated

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Money Concepts International, Inc. is a full-service holistic financial planning organization. The Money Concepts wealth management and financial planning solution equips banks to offer financial planning services to their customers with proven systems and success. Money Concepts’ extensive experience in executing back-office operations allows banks to focus on client relationships through holistic wealth management, financial planning, estate planning, life insurance, and investments.

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Benefits

  • Bank Control
  • Proven Approach
  • Attract New Customers
  • Enhance Customer Loyalty
  • Increase Non-Interest Fee Income
  • Ongoing Staff and Advisor Education
  • Continuous Technological Advancements
  • Compliance Support & Regulatory Readiness
  • Innovative Customer-Focused Service Offerings
  • Access to Independent and Non-Proprietary Products
  • Improved Community Outreach, Support, and Influence

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Empowering Your Bank

Learn how Money Concepts' wealth management and financial planning solutions equips banks with financial planning services and systems for success.

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Money Concepts

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Money Concepts International Incorporated

With nearly forty years of success, establishing bank-based holistic financial planning centers, Money Concepts International is uniquely positioned to support the economic interests of your bank and the needs of your customers. As a full-service financial planning and wealth management organization, Money Concepts offers a proven bank-branded and controlled approach. This unique strategy allows ABA member financial institutions to generate and nurture customer relationships while providing valuable financial planning solutions and increasing bank revenue. Their product and service solutions include: Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Investments - Stocks, Bonds, Government Securities, Mutual Funds, Investment Trusts, Asset Management, and Insurance - Life, Disability, Long-Term Care. Are you ready to explore the possibilities? – Give Money Concepts a call and take your bank to a whole new level.

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Our Due Diligence Process

ABA-endorsed products and services are evaluated by industry experts and bankers. Learn more about our due diligence process.

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