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A WORDF R O M F O R E T H O U G H T T R U S T

July 2011 Volume 6 Issue 3

When you look at a successul uneral home

you typically fnd they have established,

successul relationships with key strategic

partners. Partners that provide the rightmix o products and services to meet the

needs o the uneral home. And the uneral

home, by combining its business needs

maximizes the economic value to their

frm. In the May/June 2011 edition o the

Funeral Business Advisoryou will fnd an

article describing how Forethought can

be your strategic partner. You can read about our portolio o fnancial products and services available to youmore oerings

than any other company in the uneral industry. This includes lending, at-need insurance assignments and preneed trust and lie

insurance. So take a couple o minutes, go to www.orethought.com/news, read the analysis and see how Forethought can be

your business partner.

Deciding which

investment vehicle

to deposit your

trust unds can be

dicult. FFSB has

tried to simpliy you

decision-making

process with oureasy-to-understand

product sheets and

Funding Option

orm. Features and benefts are listed on each specifc produc

sheet or reerence when writing a preneed trust-unded

contract. Once you decide which option to choose, mark it on

our recently revised Funding Option orm and submit it with

the Funeral Planning Agreement. I you need a supply o the

current Funding Option orm or product sheets, contact us via

e-mail at FFS.Trust.Operations@orethought.com.

Investment electionsTrust customers ndpeace of mind with FFSB

Read this article at

forethought.com/news

In the midst o what has turned out to be quite a tragic spring,

in terms o natural disasters, trust customers who utilize FFSBs

ull service recordkeeping can have peace o mind knowing their

trust contracts and inormation are sae. For many customers FFSB

maintains a hard copy o the preneed contract in our Batesvilleoce and stores contract data and accounting in our IT systems.

Firms using this service have access to this inormation should

their location and records incur damage. Details o FFSBs recovery

procedures and annual testing records can be ound in our annual

SAS70. As your trustee and recordkeeper, FFSB is able to provide

you with this added layer o protection allowing you to ocus on the

more important aspects o running your business, particularly in

the midst o damage or destruction. I you are not currently utilizing

our ull recordkeeping services and would like to learn more about

what we have to oer, or i you just have questions, please call

1-800-763-0234 and speak to one o our trust administrators.

Choosing the rightbusiness partner tobe successful

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Contact Forethought Federal Savings Bank

Call: 1-800-763-0234 Write: Forethought Federal Savings Bank

Fax: 1-866-208-1236 P.O. Box 59

Visit: www.forethought.com One Forethought Center

Email: FFS.Trust.Operations@forethought.com Batesville, IN 47006 2011 FFS0711

Focusing our eortsto better serve you

State expansion continues

FFSB can now serve as trustee in Arkansas or uneral, cemetery

merchandise, and cemetery perpetual care trust unds. There are

several other states in process. As FFSB continues to expand

its authority to serve as trustee in other states, we will keep

you inormed. Following are current maps outlining the

availability o Forethought Trust throughout the U.S.

Changes within Forethought

Federal Savings Bank

As part o normal operations, Forethought Federal Savings

Bank works with other banks in a variety o ways. In May

o 2011, Forethought Federal Savings Bank moved certain

banking services rom Fith Third Bank to US Bank. Most othese changes will not aect you and will not require any acti

on your part, but we wanted to make you aware o them. One

o the changes you will notice is that the checks you receive

rom Forethought Federal Savings Bank will now be rom a US

Bank account instead o a Fith Third Bank account. Also, i yo

are a customer that either sends or receives ACHs or wires, yo

will notice the new US Bank account. I you have any question

or need additional inormation, please contact Trust custome

service at 1-800-763-0234.

As you have seen rom reading our newsletter over the last yea

we put orth great eort to make our Operations processes

more ecient and eective or you. We upgraded our trust

accounting system to allow or more unctionality and on-line

real-time access to your trust accounts. Contracts and orms

have been revised and updated to comply with the many

state laws that have changed over the past year as well as to

accommodate product changes. We also expanded our ability

to serve as trustee into 9 new states.

We want to make everything simple and hassle-ree. To do

this we have committed resources to the on-boarding proces

o new accounts as well as assisting with trust transers to

FFSB. With this goal in mind, Natalie Maret, will ocus on these

responsibilities. She has been working side-by-side with our

other Trust Administrators to ensure smooth transitions into

FFSB as new customers sign up to use our trust products.

Natalie brings many years o trust experience to this role.

Previously, Natalie served as our operations manager. Feel re

to contact Natalie by calling 1-800-763-0234.