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.
Once we determine a solution, our Raymond James specialists can assist in setting up one or all of the following services:
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.
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.
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.
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
INVESTING & FINANCIAL PLANNING
We simplify financial planning and investment management services by keeping them under one roof, close by, comfortable and personable.
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.
Raymond James Registered Branch Address:
126 North St.
Danbury, CT 06810
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