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:
Considers income replacement in addition to business succession funding and estate planning.
Provides financial support for various programs, including adult day care, in-home care, assisted living, and more.
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.
A legally binding agreement that governs the situation should a co-owner die, is forced to leave, or chooses to leave the business.