Part of a comprehensive financial plan

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.

Our insurance offerings

Life insurance

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

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.

Policy reviews

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.

Meet with a financial advisor.

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.

Start of disclosure content

Investment and insurance products and services including annuities are:
Not a deposit ● Not FDIC insured ● May lose value ● Not bank guaranteed ● Not insured by any federal government agency.

Please refer to our Terms and Disclosures.

Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment advisor, member FINRA / SIPC and subsidiary of U.S. Bancorp.

Insurance services offered by UnionBanc Insurance Services, having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Insurance and annuities are products of the insurance carriers. Insurance products are not available in all states.

The Financial Industry Regulatory Authority (FINRA) Rule 2267 provides for BrokerCheck to allow investors to learn about the professional background, business practices, and conduct of FINRA member firms or their brokers. To request such information, contact FINRA toll-free at 1-800‐289‐9999 or via An investor brochure describing BrokerCheck is also available through FINRA.