How can we help you build, manage and protect your wealth?
Insurance solutions from Key Private Bank may address many of your financial objectives and risk exposures. Our solutions may help you achieve goals such as asset preservation and estate liquidity as well as manage risks such as tax implications from wealth accumulation.
Insurance solutions for protecting assets and managing risks may include benefits such as:
Life Insurance Solutions:
- Estate Planning
- Business Planning
- Key Person Coverage
- Deferred Compensation
- Charitable Planning
Long-Term Care Insurance
Your Key Private Bank Relationship Manager can assist you with a review of your insurance portfolio to determine if your insurance coverage is adequate to meet your needs. A change in health, family status, or a change of business plans may indicate the need to review your insurance portfolio. The review should be a comprehensive assessment of each policy, including life insurance, long-term care insurance, and disability insurance.
Investment products are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. Insurance products are offered through KeyCorp Insurance Agency USA, Inc. (KIA). KIS and KIA are affiliated with KeyBank National Association (KeyBank).
Investment and insurance products made available through KIS and KIA are:
Insurance offered by KIA is underwritten by and the obligation of insurance companies that are not affiliated with KeyBank. When you buy insurance, you are dealing with a licensed agency, not KeyBank. KeyBank cannot require you to obtain insurance from a particular agency or with a particular insurer. Before purchasing a policy of insurance, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent of your choice, and your decision will not in any way affect KeyBank's credit decision.
KIA and KeyBank are separate entities, and when you buy or sell insurance products you are doing business with KIA and not KeyBank.