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What to Know About Education Services

Overview

Invest in education for yourself or someone else with a plan that offers tax advantages and full control.2 Contribute as much as you want within the set limit, and let your earnings grow free from federal income tax. You can also decide how much you want to take out and when. Need help making decisions? A dedicated wealth advisor can help.

Individual customers must be citizens or resident aliens of the United States (U.S.).2

Benefits of Education Services

Tax Advantages

Earnings aren’t charged federal income tax.

Full Control

Decide on how much you want to take out and when.

Save What You Want

Contribute as much as you want within the set limit.

Expert Guidance

Support from a dedicated Private Client Wealth Management Advisor.

Our Approach to Trust Services and Estate Planning

We handle your financial matters with confidence, confidentiality, and care.

Phase 1

Understanding your needs and objectives.

Phase 2

Evaluating your fiduciary and financial situation.

Phase 3

Developing personalized fiduciary recommendations.

Phase 4

Documenting and presenting solutions.

Phase 5

Implementing your strategy.

Phase 6

Questions You May Have About Education Planning. Answered.

Paying for education can seem expensive and overwhelming. But don’t worry – you’re not in it alone! Our Education services will help you understand the costs associated with financing an education and navigate the application and repayment process.

Amerant’s Education Services invest in your future. From paying for college to developing saving strategies, learn how to be more financially prepared in the years ahead.

Setting financial goals isn’t easy, especially for young adults and teens. This program will help them prepare for financial independence.

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Customer information provided in order to set up this appointment will not be used to update any customer records and this information will only be used to service this appointment. NOTE: Investments offered through Amerant Investments, Inc.: Are Not FDIC Insured | Are Not Bank Guaranteed | May Lose Value | Are Not Insured by Any Federal Government Agency | Are Not A Condition of Any Banking Activity.

Banking products and services provided by Amerant Bank, N.A., 220 Alhambra Circle, Coral Gables, FL 33134 @ 2019 Amerant Bank, N.A member FDIC Equal Housing Lender.

Available to Florida and Texas residents only.

Amerant Private Client services are subject to change and may be discontinued at any time without notice.

Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks.

Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value

1 Investment products and services offered through Amerant Investments, Inc. The advisor maintains fiduciary responsibility – it gives priority to the interests of the customer before its own.

2 Individual customers must be citizens or resident aliens of the United States (U.S.).

Amerant Private Client services are subject to change and may be discontinued at any time without notice.

Amerant Investments, Inc. is an investment adviser registered with the United States Securities and Exchange Commission. Such registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Amerant Investments, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered has notice filed or is otherwise excluded or exempted from registration requirements. Amerant Investments, Inc. may not provide investment advisory services to any resident of states in which the Adviser is not registered. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges, and expenses carefully before investing. Please refer to Amerant Investments, Inc.’s ADV Part 2 and firm brochure for additional information and risks

Investments are Not FDIC or any other Government Agency Insured | Are Not Bank Guaranteed | May lose value