The Consumer Module

The survey consisted of more than 300 phone interviews with consumers age 50+, who have established and funded trusts either with a bank or other trust provider.

Included among the findings in this report are:

• About 12% of the 50+ population have established trusts.
• "Traditional" trust services providers, i.e., banks and S&L’s, provide trusts to a smaller percentage of the 50+ population than do the "non-traditional" providers.
• Greater than half of all trust users would consider switching to a different trust provider.
• Banks that are increasing their minimum case size for trust accounts run the risk of damaging their competitive position.

Price: The cost of the complete study is $7,000.

For further information, please contact:

W. Borden Ayers
Phone: 610-989-1710, ext. 21
Heywood Sloane
Phone: 610-989-1710, ext. 17

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