When it comes to insurance, it’s important to understand your options so that you and your family have protection when you need it most. With adequate insurance planning, you’ll have confidence that both your family and your legacy are secure. With adequate insurance planning, you'll have confidence that both your family and your legacy are secure.
Insurance plays a key role in a well-balanced financial plan. Your Wealth Management Advisor will take the time to understand your family’s financial goals. Then, we’ll evaluate the role that insurance can play in meeting those goals, whether it’s survivor benefits in the event of premature death, income benefits when you reach retirement, income replacement in the case of a disability, benefits to cover long-term care services, or leaving behind a legacy. Our advisors are ready to help you find the right protection for your personal situation.
Your advisor will evaluate the role insurance plays in meeting your goals such as:
Any guarantees are based on the claims-paying ability of insurer.
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Union Bank & Trust, Union Investment Services, and Union Wealth Management are not registered broker/dealers, and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not bank guaranteed, are not deposits or obligations of the bank, are subject to risks, including the possible loss of principal.
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