U.S. Bank Flexible Capital Platform®
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Text, Liability Management. Logo, U.S. Bank.

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NARRATOR: Liability management represents an important opportunity for you to strengthen your relationship with your clients and grow your practice. When your clients need access to liquidity, the first thing that comes to mind is to sell assets, which often disrupts their financial plans. Selling doesn't have to be the only option. By partnering with U.S. Bank Wealth Banking Services, you can offer your clients the liquidity they need at competitive rates while maintaining the integrity of their wealth plan.

Non-purpose lending through a U.S. Bank Flexible Capital Line of Credit allows clients to access the liquidity they need by pledging one or more of their investment accounts. Clients use the Flexible Capital Line of Credit to fund their short-term cash flow needs for bridge financing, tax payments, special purposes, and even business needs. Many times, clients will open a Flexible Capital Line of Credit to use in the future, which provides them with maximum flexibility.

Let's look at an example. In competitive real estate markets, clients often use their Flexible Capital Line of Credit to make compelling cash offers, helping them secure the home of their dreams. Being able to pay cash for their property keeps their investments intact and avoids capital gains exposure and potential market loss. After closing, they work with our team of professionals to secure a permanent mortgage financing.

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The experience begins with accessing the U.S. Bank Flexible Capital Platform, which is launched conveniently through your custodian's platform. Your entitlements to our proprietary lending platform allow you to efficiently manage the needs of your client while maintaining full control of the experience. The Flexible Capital Platform makes it easier than ever for you to help clients leverage the power of their balance sheet.

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We provide you online access to powerful tools that let you search and select accounts, illustrate different non-purpose lending options, propose potential approaches, facilitate applications, and closely monitor the application approval process and loans in force. Wealth Banking Services provides you the competitive edge and tools you need to incorporate non-purpose lending into your practice while protecting the assets you manage. Contact us to begin offering your client the U.S. Bank Flexible Capital Line of Credit today.

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Logo, U.S. Bank, u.s. bank dot com slash wealth dash banking. wealth banking @ u.s. banking dot com. 8 0 0 2 1 3 23 30.