Insurance Presentation
Transcript: Strong. Our commitment to clients Since 1863 Stable. Local. Personal. Community focused Community focused For over 157 years, 1st Source Bank has been giving back to our community to help build good places to live, work and raise our families. This service to our community is one of our principal values and has defined who we are and how we do business. This past year, 1st Source Bank and 1st Source Foundation: Donated more than $1.9 million to 200+ non-profit organizations in our communities Source employees volunteered more than 22,000 hours to community organizations Global and National Recognition 2019 KBW Bank Honor Roll – One of eighteen banking institutions with more than $500 million in total assets to have reported consecutive increases in annual earnings per share since 2009. Forbes 'Top-Ranked Bank Headquartered in Indiana' based on 2018 'Best-In-State-Banks' Survey 5 Star 'Superior' Rating from BauerFinancial – Highest rating possible. Based on capital ratio, profitability/loss trend, credit quality and CRA ratings Bank Performance Scorecard by Bank Director Magazine - Ranked #26 of 123 banks on 2018 list of banks with $5 - $50 billion in assets Top 15th Percentile of Community Banks by Seifried & Brew, 2016 Best Branch Service in the Midwest by The MSR Group, 2015 & 2016 Top rated bank Our history Our history Founded in 1863 in South Bend, Indiana, 1st Source has offered clients a convenient and friendly way to bank for over 157 years. At 1st Source, we'll listen to you, understand your needs and always keep your best interests in mind. Our Business Banking services have one primary purpose: helping you grow your business. For your business Checking Accounts Business Checking that's right for any business. Expedite your company's day-to-day financial management activities. Treasury Services Our various easy-to-apply-for loan options can help you finance your business plans. Business Loans We'll help you identify your risks and, then offer you "just right" insurance solutions. Business insurance solutions Great coverage. Personal service. Competitive pricing. Commercial Insurance Group Medical Group Life Group Vision Group Dental Group Disability Group Long-Term Care Voluntary Employee Benefits Stop Loss Coverage Self-Insurance Plans COBRA Administration Healthcare Reimbursement Arrangements (HRA) Healthcare Savings Accounts (HSA) Section 125/Cafeteria Plans Employee Benefits Risk Management and Loss Control Insurance and Risk Management Program Design Safety Program Development or Review OSHA Audit Services Loss Control Activity Evaluations Claims Management Employee Protection Industrial Hygiene Other Audit Services Our mission Our team of professionals To help our clients achieve security, build wealth and realize their dreams Our values Community leadership Outstanding client service Superior quality Teamwork Integrity Our values Your personal team Client team approach You will be matched with a Trust Administrator, Associate and Portfolio Manager dedicated client service. Experience Experience Degrees & Designations Over 1,600 years of combined industry experience to meet your financial needs 19+ Average years of experience per team member 10 9 3 3 10 11 Advanced degrees MBA J.D. Professional designations CTFA CFP CFA CPA