It’s been said that the only sure bets are death and taxes. But there’s another fact of life for that list: Change. Life is dynamic – both challenging and delightful. Major events occur throughout our lives, bringing big changes with them: a first job, marriage, the birth of a child, kids’ milestones, retirement from a long career. And usually, critical documents accompany these changes: birth certificates, marriage licenses, insurance policies, tax papers, wills – important papers that need safekeeping.
Life changes present excellent opportunities for your bank to shine as your customers’ primary financial institution.
Playing the odds
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