Insurance serves as a source of protection and as a way to preserve your wealth. The professionals at Key Private Bank can help you identify the potential risks to your family’s wealth and develop a carefully constructed risk management strategy that addresses your unique issues and goals. We’ll help you choose the combination of insurance options that supports the financial goals of you, your family or your business.
A business insurance plan can help protect a partnership, attract and retain staff, and accumulate assets for retirement.
Life insurance can give your family what they need to maintain their lifestyle, and preserve the wealth accumulated over your lifetime.
This piece is not intended to provide specific tax or legal advice. You should consult with your own advisors about your particular situation.
Any opinions, projections, or recommendations contained herein are subject to change without notice and are not intended as individual investment advice.
Key Private Bank is part of KeyBank National Association (KeyBank). Bank and trust products are provided by KeyBank.
All credit products are subject to credit approval.
Investment products are:
Insurance products are offered through KeyCorp Insurance Agency USA Inc. (KIA). Variable insurance products are securities and are offered through Key Investment Services LLC (KIS), member FINRA/SIPC. KIA and KIS are affiliated with KeyBank.
Insurance products and securities made available through KIA and KIS are:
Insurance products offered through KIA are 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. Before purchasing an insurance policy, you should compare information obtained from more than two agents. You have the right to obtain insurance from the agent or insurer of your choice and your decision will not in any way affect KeyBank’s credit decision. KIA, KIS and KeyBank are separate entities, and when you buy or sell insurance products and/or securities you are doing business with KIA and/or KIS, and not KeyBank. KIA, KIS and its representatives do not provide tax advice. Individuals should consult their personal tax advisor before making any tax-related investment decisions.
Key Private Bank Wealth Protection Strategists are not fiduciaries. As such, they are compensated based on insurance product sales.