|Securities and Insurance Products and Services:||Are Not FDIC Or Any Other Government Agency Insured|
|Are Not Bank Guaranteed||May Lose Value|
Retirement plan services are provided by SunTrust Bank. SunTrust Bank may use or offer the services of affiliate companies as well as third party entities to achieve your banking and investment objectives. Where applicable, any affiliations and all pertinent provider information will be disclosed in accompanying agreements and prospectuses.
SunTrust Bank and its affiliates and the directors, officers, employees and agents of SunTrust Bank and its affiliates (collectively, "SunTrust") are not permitted to give legal or tax advice. While SunTrust can assist clients in the areas of estate and financial planning, only an attorney can draft legal documents, provide legal services and give legal advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction, including retirement plan distributions, or an estate plan. Because it cannot provide legal services or give legal advice, SunTrust's services or advice relating to "estate planning" are limited to (i) financial planning, multi-generational wealth planning, investment strategy, (ii) management of trust assets, investment management and trust administration, and (iii) working with the client's legal and tax advisors in the implementation of an estate plan.
Information presented is for general information only and does not specifically address individual investment objectives, financial situations or the particular needs of any specific person who may receive this material. Nothing in this material constitutes individual investment, legal or tax advice, or the offer of a security.
These materials are educational in nature. The implications and risks of a transaction may be different from individual to individual based upon past estate, gift and income tax strategies employed and each individual's unique financial and familial circumstances and risk tolerances.
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