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This month, the Making Sense team answers client questions related to trade policy developments and their impacts on key economic issues.
Keep your business, family and employees financially secure against the unexpected with life and disability insurance. Establish a legacy that endures while you plan for the future.
Preserve income
Meet your family's financial needs, no matter what.
Plan long-term
Make a seamless transition to last multiple generations.
Leave a legacy
Give tax-freeD money to charity with life and disability business insurance.
Create a business plan for life, ensuring loved ones can meet college or retirement goals—no matter what happens to you.
Make a meaningful impact by using life insurance to give tax-freeD charitable donations.
Balance your overall estate plan with income tax-freeD insurance payouts.
Partially replace lost income if you're injured or too sick to work with disability insurance.
Support your business
Keep your business in the family with life insurance proceeds that can finance operations or a buyout.
Supplement your savings
Use permanent life insurance to supplement your retirement income or extended care expenses with your earned cash value.
William Connolly III
SVP, Senior Commercial Risk Advisor
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.
Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.
Insurance products offered in California are offered by First Citizens Investor Services, Inc., d.b.a. FCIS Insurance Solutions, Agency #6001908.
Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.
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