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Insurance Planning

To protect your wealth, your family, and your legacy, it is critical to have adequate insurance coverage.

Through our relationship with more than 50 major broker agencies and insurance companies, we guide our clients through the difficult task of planning for the inevitable. With access to hundreds 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 products including:

  • Long-term Care
  • Legacy Building
  • Estate Equalization
  • Key Person Insurance

Do 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.


To learn more about the basics of life insurance, click herePDF
To learn more about reviewing your life insurance policy, click herePDF

We Value Our Client Relationships

We Value Our Client Relationships

We own a well-earned reputation for honesty and integrity. Clients have trusted our parent company with their financial affairs for over a century, and our Wealth and Trust Management (WTM) team strives to continue that tradition.

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