Click Here to view Futura’s announcement letter regarding changes to their pre-need trust program that took effect April 30, 2012.
PRE-NEED TRUST SERVICES PROVIDED BY
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Fiduciary Partners, an independent, privately owned trust company, is your contact for all new deposits and claims, and provides you with accurate, timely account reporting. Formed in 2001 and administering more than $600 million in assets for clients in 15 states, Fiduciary Partners provides trust services to individuals, families, businesses and charities, and custody services to independent investment managers throughout the Midwest.
Jennifer Fechter, Trust Administration Specialist, is responsible for the day-to-day administration, and is your primary contact for setting up new accounts or additions, handling payouts, and any other questions or matters that we can assist you with. Feel free to call Jen with your administrative and accounting questions and requests. Please fax or email to her any account documents, such as pre-need contracts or payment claims.
Richard H. Gamble, Vice President, manages funeral trust services for Fiduciary Partners. Feel free to call Rich, and to fax or email to him any account documents, such as pre-need contracts or claims.
Gentry Investment Management, the financial advisor for Futura Funeral Trust, is your primary contact regarding investment management. The trust has been managed by Terry Sheehan, who is a representative of Gentry Securities and is dually registered with FINRA and the SEC. Gentry Investment Management specializes in integrating all of the financial intricacies that comprehensive investment management requires. The Gentry approach seeks to provide first-class service, which includes direct access to the senior advisor making the investment decisions.
Terry Sheehan, Gentry Investment Management Adviser Representative, advises the trustee and consults with the investment manager regarding the trust investments and communicates with funeral directors regarding investments. Should you have any questions regarding the trust investments, please contact Terry.
Genworth Financial Trust Company (GFTC) serves as custodian for assets of Futura Funeral Trust. GFTC is a subsidiary of Genworth Financial Inc. (NYSE: GNW). GFTC provides secure custodial services and timely, accurate and clear reporting on client accounts.
GFTC is an affiliate of Genworth Financial Wealth Management, a leading provider of investment management solutions and practice management guidance to independent advisors.