Insurance solutions to help preserve your peace of mind
A sound financial plan should take into consideration ways to manage risk. Whether you’re looking to provide for your loved ones, or position your business for future growth as part of an overall wealth plan, we can help you identify effective insurance solutions available through our affiliated broker/dealer, BancWest Investment Services.1
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Protecting loved ones who depend on you
Life insurance is a proven way to provide for those you care about in case of a loss. We’ll help you determine optimal coverage amounts to meet your family’s short-term expenses, as well as long-term needs like college, retirement, or business transition. Then we’ll present relevant policies from highly rated providers2 and assist you in selecting the right coverage.
Providing income if you’re unable to work
Long-term disability insurance covers a portion of your salary if you’re impacted by an accident, injury, or illness—helping you maintain your lifestyle, pay bills, or provide for your family. Even if you have a disability insurance plan through your employer, that coverage may not be adequate for your situation. We’ll help you find an appropriate policy to cover expenses until you’re able to return to work
Planning for care and preserving your assets
According to a recent study, planning for long-term care is one of the top three concerns among affluent investors.3 The right long-term care insurance can help provide care and protect your wealth—and play a significant role in your family’s future well-being. We’ll present you with a range of coverage options—from in-home care to full-service care facilities
See what a difference Bank of the West Wealth Management can make for you and your family.
1Securities and variable annuities are offered through BancWest Investment Services, a registered broker/dealer, member FINRA/SIPC, and SEC Registered Investment Adviser. Financial Advisors are Registered Representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California, (License #0C52321) and through BancWest Investment Services, Inc. in all other states where it is licensed to do business. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Bank of the West and its various affiliates and subsidiaries are not tax or legal advisors.
BancWest Investment Services is a wholly owned subsidiary of Bank of the West. Bank of the West is a wholly owned subsidiary of BNP Paribas. Bank of the West Wealth Management offers products and services through Bank of the West and its various affiliates and subsidiaries.
The insurance products available are underwritten and issued by participating insurance companies. Not all policies and product features are available in all states. This is not an offer or solicitation in any jurisdiction where the policies are not approved for sale. Any obligations under the policies are the exclusive obligations of the insurance companies and are subject to the financial conditions of the insurance companies. Bank of the West, its affiliates, and subsidiaries are separate from and unaffiliated with the participating insurance companies.
2Bank of the West takes into account a number of factors in determining the insurance companies on its offering list, including ratings by certain nationally recognized statistical rating organizations. An insurer's financial strength rating represents an opinion by the issuing agency regarding the ability of an insurance company to meet its financial obligations to its policyholders and contract holders. A rating is an opinion of the rating agency only, and not a statement of fact or recommendation to purchase, sell or hold any security, policy or contract.
3Source: Spectrem Group, in partnership with Vanguard, 2016. The affluent investor: Five key findings and action steps for advisors. https://advisors.vanguard.com/iwe/pdf/FASINFOG.pdf
Investment and Insurance Products:
- NOT FDIC INSURED
- NOT BANK GUARANTEED
- MAY LOSE VALUE
- NOT A DEPOSIT
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY