Protecting your assets and managing risk are key components of a sound financial plan. Our Advisors have extensive experience crafting customized insurance solutions that align with your specific needs and goals.
Term insurance -- life insurance coverage for a set period (from 1 to 5 to 10, 20 or 30 years) with no residual cash value -- can be an effective solution for individuals and businesses seeking to manage risk and limit short-term costs.
Identifying the right coverage is a core capability in our practice. We can help evaluate different insurance structures including Whole Life Insurance which can play an important role in an estate plan and trust strategy.
For many situations, the flexibility and liquidity offered by a Universal Life policy is a practical consideration. Working together, we can help advise on policy solutions that address specific estate and planning objectives.
Live long and prosper - the first part of that popular epithet is increasingly true. And long-term care is increasingly popular for individuals and their estate plans. This valuable protection can help cover in-home, or institutionalized care due to illness, injury, or age-related conditions.
Life insurance exists to support your loved ones after you're gone; however, some policies include a cash-value component that you can use during your lifetime. Depending on your goals and overall portfolio, a permanent life insurance policy with cash value could provide the tax advantages and balance you need.
Dedicated to helping advance your financial goals
At Flagstar Advisors, we are committed to helping you reach your financial goals. Effectively protecting and growing your wealth while minimizing risk demands professional focus and informed, well-researched planning and solutions.
Flagstar Advisors are dedicated to helping advance your wealth, investment, and retirement goals.
Connect with us to learn more about what you can expect from Flagstar Private Bank and the benefits of having a single point of contact focused on you, your family, and your business. We look forward to speaking with you.
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Flagstar Advisors, Inc., Member FINRA/SIPC, is a registered broker-dealer, registered investment adviser, and licensed insurance agency. Flagstar Advisors is a wholly owned non-bank subsidiary of Flagstar Bank, N.A. Flagstar Bank, N.A. is not registered as a broker dealer or investment adviser. Securities and Insurance products offered through Flagstar Advisors are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
Neither Flagstar Advisors nor its employees or agents provide tax or legal advice. You must consult your tax and legal advisors regarding your personal circumstances. No information contained herein should be considered a recommendation or solicitation to invest in a particular security or type of security.
The material provided is for information purposes only and should not be considered an offer to buy or sell, a solicitation of an offer to buy or a recommendation for any specific securities or products. Before investing in any product or services, consider the investment objectives, risks, charges, and expenses. For fund purchases, a prospectus is available containing this information. Read it carefully prior to making any investment decisions and retain it for your future reference.
Wealth management refers to products and services available through various services providers of which there are important differences including, but not limited to, the type of advice and assistance provided, fees charged, and the rights and obligations of the parties. Your representative will receive compensation in connection with providing advice or service. It is important to understand the differences when determining products and/or services to select.
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