We’re here to insure your future.

Unexpected events can really derail even the most carefully conceived financial plan – which is why it’s important to make sure proper life insurance plans are in place. This way you’ll know you have life insurance for your family: that you and your loved ones are cared for as you’ve planned.

Of course another way to increase your security is by adding an annuity plan to your financial strategy. Guaranteed returns and lifelong payouts can help ensure stability in later life.

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Union Savings Bank Investing & Wealth Management Professionals can evaluate your insurance needs, identify gaps, and offer solutions for life insurance plans and annuity plans to provide protection and confidence.

Once we determine a solution, our Raymond James specialists can assist in setting up one or all of the following services:

LIFE INSURANCE

In the event of unexpected death, having life insurance for your family will help replace your income and cover family expenses like housing, living costs, and education expenses. We can help you determine what type and amount of coverage you may need for your life insurance plans.

LONG-TERM CARE

With the expense of nursing homes and community-based care on the rise, it’s more important than ever to put long-term-care insurance coverage in place. This insurance provides services to assist those with health or personal care needs over an extended period, and should be a strong consideration for those between 45 and 65.

DISABILITY INSURANCE

Maintain your living standard should you become hurt or ill, and unable to work. Short-term or long-term disability insurance for you, or for your employees, is an important benefit and key component to protecting income. Let us help you find the best long term disability insurance for you.

ANNUITY PLANS

We offer fixed and variable options for annuities that can be tailored to fit your unique needs. Putting an annuity plan in place can help provide a predictable stream of income in retirement, providing peace of mind.

Meeting with the USB team is the first step.

Let's Start A Conversation

Call us at 866.872.1866 and we'll meet you at a branch, your home, office or anywhere that is convenient.

Email us and we will reply within 24 hours

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INVESTING & FINANCIAL PLANNING

We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.

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TRUST AND ESTATE PLANNING

Our Wealth Management Professionals can guide you through the process of setting up estate trusts and estate plans, designed to protect your wishes.

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Disclaimers

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Securities offered through Raymond James Financial Services Inc. (Member FINRA/SIPC) and are not insured by any financial institution insurance, the FDIC/NCUA or any other government agency, are not deposits or obligations of the financial institution, are not guaranteed by the financial institution, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Union Savings Bank and the investment center are not registered broker/dealers and are independent of Raymond James Financial Services.

Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810

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