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Safe Deposit "Question
and Answer" HOTLINE
To accommodate our
nationwide clients with their safe deposit legal, compliance and operations
questions, Safe Deposit Specialists provides a popular consulting service called
"SDS HOTLINE". To request information describing our current "PER CALL" or
"MONTHLY RETAINER" consulting fees, click the “For Information" link below.
For
information (Click
here) |
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In-House Training
Programs
Customized
in-house training programs provide a substantial return for a very
small investment. They provide all the training benefits without the
hassle, inconvenience, travel expense and loss of productivity
caused by many employees being out of the office at one time. David
McGuinn presents all in-house training programs, which cover
everything from the basics, to your state regulations and many other
compliance and legal topics. For descriptions of our most
popular in-house training programs visit our “Seminar” link.
Quantity
discounts available for seminars with more than ten employees.
Price: (Click
to Order) |
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Webinar or Audio
Training Programs
Webinar and audio training
programs offer an economical way to deliver continuing education to
a large number of your staff. These programs consist of 100 minutes of instruction and 20 minutes of
questions and answers for an unlimited number of employees at each
registered location. No special hardware is required other than a
telephone and a computer. To connect to the presentation all you
need is a PIN, written instructions and handout materials that are
provided prior to the program. Visit our “Seminar” link for
descriptions of our most popular safe deposit programs.
Audio
“only” seminars are provided at reduced rates and quantity discounts
are available for four or more registered locations.
Price: (Click
to Order) |
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Safe Deposit Forms “Start-up” Kit
(Saves You Time and Money)
If you are opening a new branch or adding
safe deposit services in an existing facility, this start-up process can be very
time consuming. This kit provides the necessary forms and supplies to set up
this department properly. The kit contains; USA Patriot Act ID disclosure forms,
no insurance disclosure kit, vault access system, question and answer brochures,
key envelopes and many other valuable items. Safe Deposit Specialists has the
expertise, resources and documents necessary to assist you with this important
start-up process and will save you time and money.
For
information (Click
here) |
 |
In-House Audit & Contract
Review David McGuinn,
President of Safe Deposit Specialists, has performed numerous
internal safe deposit audits nationwide. This comprehensive audit
will identify potential legal exposure, review all internal
procedures, determine if your institution is in compliance with all
safe deposit state laws, review rental agreement and forms, analyze
box rental rates and profitability, review marketing information and
many other audit functions. All audits and contract reviews are
preformed by David McGuinn.
Price:
(Click
to Order) |
 |
Locating “LOST” Safe Deposit
Box Renters
Safe deposit box keys are often
found after a family member dies or becomes incompetent. Because
there is nothing printed on the key to identify the financial
institution, it is very difficult to locate these boxes. Over the
past twenty years Safe Deposit Specialists has assisted numerous
individuals and attorneys looking for lost safe deposit boxes. If
you are having difficulty locating a deceased or lost family
member’s box, Safe Deposit Specialists can assist you with your
research and box search efforts by clicking the link below.
For
information (Click
here) |

Click to Zoom
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Opening a Private Safe
Deposit Facility (Pros and Cons)
Opening a private vault
facility is a very expensive and substantial endeavor. This business development
process requires extensive research and thorough financial analysis.
Historically, individuals attempting to open this type of facility have not
preformed adequate research or prepared a comprehensive, long range business or
financial plan. Safe Deposit Specialists has the expertise to assist you with
this important step-by-step process.
For
information (Click
here)
|

Click to Zoom
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Double Your Safe Deposit
Income
Historically, the safe deposit area
has been considered a loss leader in the financial industry. A
financial institution’s safe deposit area can quickly become
profitable by following a few simple income generating, cost
reducing and successfully tested marketing concepts. Safe Deposit
Specialists has assisted many institutions nationwide to increase
their bottom-line profitability and to attract many new safe deposit
box renters. To find out more about the 40 most effective ways to
rent more boxes and to increase your safe deposit rental income
click on the link below
For
information (Click
here) |
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Community Meeting
Presentations
Many consumers
and exiting box renters have specific questions regarding security,
insurance, deceased renters, living trusts, payable-on-death
accounts, box rent tax deductions and numerous other legal topics.
Safe Deposit Specialists has a consumer presentation titled “Your
Safe Deposit Box - A Wise Investment” that addresses all of these
safe deposit questions and concerns. All existing or future box
renters will benefit from this informative presentation.
For
information (Click
here) |
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Expert Witness Service
With over 35 years of extensive
safe deposit experience, many financial institutions, attorneys and consumers
call on Safe Deposit Specialists to provide expert witness testimony in numerous
safe deposit litigations. This expert witness service, testimony and legal
assistance have provided these clients with valuable information to assist them
with their safe deposit arbitrations or lawsuits.
For
information (Click
here) |
 |
Forms,
Equipment, Supplies & Vault Services
Having
up-to-date contracts, forms, supplies and a dependable vault service
provider is critical to operating a safe deposit area properly.
There are numerous companies providing these safe deposit services
nationwide. Safe Deposit Specialists has reviewed and researched
many of these vendors and is very familiar with their products and
service capabilities. Assistance is available to help you find a
qualified vendor.
For
information (Click
here) |
 |
Safe
Deposit Software and Consultation
Automating the
safe deposit department will increase the efficiency of the billing
and accounting function, reduce lost box rental income, improve
management controls and provide automated management reports. Safe
Deposit Specialists has reviewed many safe deposit software packages
and vendors. We can assist in finding a qualified vendor for your
safe deposit software needs.
For
information (Click
here) |
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