To protect your business, your family, and your legacy, it is critical to have adequate insurance coverage.
If you already have a policy in place, let us review it. Our experienced advisors can determine if the coverage you have is still adequate, alert you to shortages, and ensure that any cash value policies are performing as expected.
Through our relationship with more than 50 major broker agencies and insurance companies, we help our clients find the insurance that's best for them. With access to a wide range of products, we are able to give unbiased advice and provide our clients with the products and services they need.
Community Trust Wealth & Trust Management has a full range of quality insurance products to support:
- Funding of Buy-Sell Agreements
- Key Person Insurance
- Estate Equalization