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MASTER TRUST
American Funeral & Cemetery Trust Services (AFCTS) is a Master Trust Program for the death care industry dedicated to providing its clients with the most comprehensive management service available. We cater specifically to these industries:
WE OFFER...
(at no additional cost)
- Complete Turnkey Operation
AFCTS provides all the necessary contracts, deposit transmittals, postage-paid envelopes, all other forms and materials necessary for the success of your preneed trust program. In addition, toll-free numbers to the necessary departments of AFCTS are provided for your convenience. On-site training is provided to all staff members and preneed advisors on the use of these materials and the structure of the program.
- Simple Rollover Procedure From Current Program
AFCTS will complete a rollover from your present program in a simple and uncomplicated manner, providing all the necessary forms and most of the labor necessary to accomplish the transfer in a timely manner to the complete satisfaction of your present clients.
- Low Management Fees
Charter Management Associates, Inc. provides the AFCTS Master Trust Program to their clients for very competitive fees. Included in the contracted fees are the costs of administration, computer services, asset managers and depository costs. Fees cannot be increased without a 60-day notification to the participant.
- Assistance With State & Federal Agency & Tax Reporting
- Full-Time Client Services Director
- In-House Management And Staff Training
- Periodic Newsletters
Our Client Services Department will periodically keep the participants of AFCTS informed on new legislation, procedural changes, current events on trust services and other items of interest for our clients. They will be kept informed of any issues related to the operation of their preneed and endowment care trust program and updated on all information of importance as received in our office.
- Personalized Individual ID Cards
- Direct Dial Toll-Free Phone Numbers For Your Convenience
- Serving over 300 Funeral Homes and Cemeteries with over $140 million in deposits, representing 75,000 preneed client families.
- Promotional Brochures Provided To Clients Free Of Charge
- No Start-Up Costs, Dues Or Membership Requirements
There are no dues requirements and there are no charges for becoming a participant in the AFCTS program. AFCTS is a privately run Master Trust Program that does not require membership in any trade association to reap the benefits of the Trust.
WE PROVIDE...
- Competitive Returns :
AFCTS has consistently yielded attractive returns. Our asset managers make all investments in accordance with state statutes. Fixed income, as well as balanced accounts, is managed with the safety of the funds utmost in the minds of our investment counselors while maintaining an excellent record of competitive returns.
- Detailed Monthly Reports:
Meaningful and comprehensive detailed monthly reports to maximize the management of their preneed and endowment funds. Our contract-to-date feature provides consistent accounts receivable information, as well as other information of importance.
- Truschek Claims System:
By simply calling our 800 toll-free claims desk, you can obtain a claim number and issue yourself a check from a supply given to you when you become a participant with AFCTS. There are no lengthy claim forms to complete nor waiting for your account to be paid. You can usually have the receivable paid in full the day a death occurs, creating that all-important instant cash flow.
- Trust-O-Matic:
Trust-O-Matic payment plan allows your client to pay their monthly preneed installments directly from their checking accounts by automatic bank debit. There are no checks to write, no missed payments, resulting in more accurate accounting of your client's account. There is no chance of a family losing a guaranteed service because of a missed loan payment. The results? Satisfied families.
- Automatic Monthly Billing System:
This optional system will remove the drudgery of your in-house monthly billing to clients. Our system will automatically send your client a monthly statement of account with a return envelope directly to the TAS billing department for credit to his/her account. A report showing the billing activity will be sent directly to the funeral home or cemetery.
- Client Services Department:
Our Client Services Department is always available for assistance in all phases of need. Service above all!
FOR MORE INFORMATION...
Select your industry below:
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