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Customized Program    Dedicated FI Support    Compliance Support    Product Selection        Financial Institutions Great American Advisors® is a leading provider of investment, insurance, annuities and retirement planning services to community banks. Your customers' needs for financial services are as diverse as the hundreds of firms competing for their business. For many institutions, partnering with GAA has proven a key strategy in crossing traditional boundaries to provide alternative financial services to their clients.   Dedicated FI Support GAA has a dedicated staff of financial professionals. Our regional relationship managers and home office staff work directly with each of our institutions to help them grow their investment program. Delivering continuous, proactive and high quality support to your program is what we do best. Program Installation and Branch Office Set Up      Our regional relationship managers will work directly with bank management and bank staff to establish the investment center. Installation activities include but are not limited to: establishment of program goals and objectives, development of comprehensive business models, structure of compensation models, development of marketing strategies, creation of referral programs and referral training, assisting in recruitment of investment center staff, establishment of the physical investment center locations and files. Financial Institution Procedures Manual      Comprehensive manual provided to each of our institutions to ensure compliance with banking regulations. Investment Center University      Complete sets of compliance approved material designed to assist you in marketing your investment program. Offerings include: Program Kickoff, Increasing Program Awareness, Planning for Retirement, College Tuition Funding, Minimizing Your Tax Burden and Life Insurance. Transition Team      GAA has a comprehensive program tailored for each institution to assist in the transition to a GAA investment center program. Our staff will assist with representative registration, NASD testing, branch registration, insurance company appointments, account transfers, training and ongoing support.   What bankers are saying about us... "I have a personal relationship with the majority of (GAA) management and can’t tell you how pleased I am with the service they provide." Randy Yawn, Vice-President PlantersFIRST Bank Cordele, GA "GAA stands out in their attention to community banks: they keep a constant and vigilant eye on our program with the goal of always enhancing our offerings." William K. (Pete) Malone, CEO McIntosh State Bank McIntosh, GA "I believe our choice of the GAA team has proven to be the right decision. Although our relationship is still in the early stages of development, solid foundation has been established and the avenues of communication continue to provide added value." Thomas W. Beard, President Citizens National Bank Chillicothe, OH "Your regional representative is always stopping in for a visit and constantly offering ideas about the marketing of investment products to our customers, both existing and new. Your compliance staff is especially appreciated when helping keep the investment program in line with the most recent changes." Robert E. Brosky, Chairman and President First Federal Savings and Loan Association of Lorain Lorain, OH The testimonials above may not be representative of the experience of other institutions.

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