Insurance and Risk Management Solutions

Protecting your lifestyle, assets and legacy.

"What if?" No matter how much wealth you’ve acquired, those two simple words can still invoke a deep sense of anxiety. Managing risk isn’t just a portfolio concern – it’s also about protecting your family’s lifestyle, your assets and your legacy. Although you may never need these protections, what would the consequences be to your family, if you did?

Insurance plays a vital part in your overall wealth management strategy. From income replacement strategies for your family to asset protection strategies for your business, as well as methods of using insurance to tax efficiently transfer assets to the next generation, your SunTrust advisor can help you answer many of your most pressing "what ifs."

Explore other risk management strategies.

Do you have the right life and disability policies in place to maintain your family’s lifestyle?

Could a key person insurance policy, buy-sell funding agreement or insured-defined benefit plans help you protect and ultimately liquidate your business ownership more tax efficiently?

Did you know that permanent life insurance can also be used as part of a carefully structured wealth transfer or estate plan to minimize estate and inheritance taxes?

Articles and resources that can help you on your journey.

Under the terms of a life insurance policy, the insurer promises to pay a certain sum to a person you choose (your beneficiary) upon your death, in exchange for your premium payments.

 

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Even the most thoughtfully crafted wealth transfer plans can be for naught if you fail to periodically review and update your beneficiary designations.

 

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Wealth Management Resource Center

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