Insurance

Proper insurance coverage is an essential piece of the financial planning puzzle.
SBS Private Wealth Management is committed to helping you fit all of those pieces together. That’s why we offer the following insurance products:

Life Insurance

Considers income replacement in addition to business succession funding and estate planning.

Long-Term Care

Provides financial support for various programs, including adult day care, in-home care, assisted living, and more.

Disability

Protects your income in the event you are unable to work.

Key Man Insurance

Provides life insurance for the key person in a business – especially important in small businesses, where the key man is usually the owner.

Buy/Sell Funding

A legally binding agreement that governs the situation should a co-owner die, is forced to leave, or chooses to leave the business.