In certain cases, insurance can play a useful role in an effective financial plan. Sometimes this role is to protect dependents from the financial difficulties caused by your incapacity or premature death, while in other instances insurance is used as a tool for estate planning or retirement funding.
While developing your financial plan, your Private Client Wealth Advisor will evaluate the performance of your existing policies and advise you on the adequacy of your current coverage. If your needs indicate that insurance is appropriate for your overall financial strategy, we will recommend alternatives that are focused entirely on your needs. We are committed to offering independent advice and are not captive to any one insurance carrier.
For more information about our insurance services, we invite you to contact:
Scott E. Johnson
Vice President & Manager
Private Client Group
Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.