Insurance can not only provide support in the event of death or disability, but can also strengthen your overall wealth plan. We deliver customized strategies based on your current stage of life, long-term objectives and unique financial situation.
Life insurance can offer benefits to your family both during and after your lifetime. It can help to strengthen your estate plan, support your family’s lifestyle and provide for your loved one’s financial stability.
Long-term care insurance can reduce the financial burden on you and your loved ones, and help you to maintain your independence, if someday you need assistance.
Life changes can impact your insurance needs dramatically. That’s why it’s important to review your policies periodically. We offer complimentary policy reviews to ensure that your coverage meets your current needs.
By considering your goals and financial situation, a UnionBanc Investment Services Financial Advisor can help you determine the type and amount of insurance that meets your needs.