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

  • Market Perspective

    SunTrust Private Wealth Management’s Market Perspective provides a view of the latest market events. Read the most recent report here.

  • Investing Amid a Carousel of Concerns

    The Carousel of Concerns, a mainstay of this bull market, continues to turn. As one worry recedes and another comes to the forefront, we anticipate modestly positive year ahead. Here are the key themes to watch out for in 2019.

  • SunTrust Investment Advisory Group: Weekly Market Monitor

    The SunTrust Weekly Market Monitor provides a view of last week’s market events.

  • CNBC: “Intense buying” suggests a path higher

    Chief Market Strategist Keith Lerner appeared on CNBC’s “Squawk on the Street” to discuss trade headlines, expectations going forward, S&P forward earnings estimates and more.

  • CNBC: Tariff Uncertainty Drives Market

    Chief Market Strategist Keith Lerner joined CNBC’s “Squawk on the Street” to discuss recent market choppiness, trade concerns, and our current view of the US economy.

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