Life, Disability & Business Insurance Solutions

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 and Disability Insurance Solutions:

  • Term
  • Long-Term Care
  • Estate Planning
  • Charitable Planning
  • Disability

Business Insurance Solutions:

  • Business Planning
  • Key Person Coverage
  • Deferred Compensation
  • Succession Planning
  • Buy-Sell Funding

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.