Key Private Bank’s licensed insurance professionals can show you how a business insurance plan is able to protect a partnership, help you attract and retain staff, and even help you accumulate assets for retirement. Below are commonly used types of insurance that can protect you and your business. Your Key Private Bank financial advisor can discuss these options, along with other strategies to manage your wealth.
Personal Insurance Solutions
- Long-Term Care
- Life Insurance for:
- Charitable Planning
- Estate Planning
- Legacy Planning
- Protection Planning
Business Insurance Solutions
- Business Planning
- Buy-Sell Agreements, Insurance and Funding
- Deferred Compensation
- Key Person Insurance Coverage
- Succession Planning
Variable life insurance is an investment product.
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.