Insurance
Trust & Investments Insurance |
Income Replacement Provides benefits for loss of income and enables you to preserve the lifestyle you've worked so hard for. In the event of premature death, life insurance can provide an income to the beneficiaries of the insured either in installments or a lump sum.
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Long Term Care Insurance This coverage enables you to protect your savings against the increasingly high costs of specialized medical care.
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Life Insurance To Fund Buy-Sell Agreements A Buy-Sell Agreement is a contract that binds the surviving owner(s) to purchase the business interest of a deceased owner to sell its interest of a deceased owner at a prearranged price set forth in the agreement.
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Executive Deferred Compensation Plans These plans are funded by the employee. A corporation can provide additional retirement benefits to the employee's beneficiary through a salary continuation plan. This is not taxable income to the employee or his family until it is received.
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Key Person Insurance Key Person Life Insurance is available to help offset the cost to a business for loss of sales and profits when a key employee dies. It also helps to compensate for recruiting and training a replacement and for any additional expenses that may be incurred.
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Estate Planning Estate planning is a process of planning for the accumulation, conservation, and distribution of the assets of an estate in accordance with the desires of the estate owner.
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Employee Benefit Plans Good benefits help attract and retain good employees. NewBridge Bank offers access to affordable, additional life insurance protection for your customer's employees and their families on a voluntary basis-all at no additional cost to your customer's benefits budget.
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For more information, or to speak with a Raymond James Financial Services, Inc. financial advisor, call 1-800-380-5723 or 336-248-8400. Or Click here to meet your RJFS Financial Team.
You may also contact Stan Smith, Branch Manager, NewBridge Bank Investment and Trust Services, by email at stanley.smith@raymondjames.com.
**SECURITIES AND INVESTMENT ADVISORY SERVICES AND INSURANCE PRODUCTS OFFERED THROUGH RAYMOND JAMES FINANCIAL SERVICES, INC. MEMBER FINRA/SIPC
MEMBER FINRA (WWW.FINRA.ORG) AN INDEPENDENT BROKER/DEALER
*Securities are Not FDIC insured. Not a deposit. Not insured by any Federal Government Agency. Not guaranteed by NewBridge Bank. Subject to risk and may lose value. NewBridge Bank Investment & Trust Services is an independent entity.
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