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:
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
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.
Disclaimers
*Individuals listed and services offered are not affiliated with Raymond James.
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.
Securities and investment products and services are not insured by the FDIC or any other government agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. Union Savings Bank is independent of Raymond James.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individualized responses involving either the effecting of or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.