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Trusts Investments Insurance

Insurance Services

Insurance* is often overlooked as part of wealth management. However, it does have a crucial role in estate planning, risk management, tax planning, and asset protection.

Focused & Full of Options

BOS offers an entire spectrum of insurance options:

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Individual Health Insurance
  • Group Health Insurance
  • Individual Disability Insurance
  • Group Disability Insurance
  • Long-Term Care
  • Risk Management for Business Owners

*Insurance products are not insured by the Federal Deposit Insurance Corporation (FDIC) or any government agency. Insurance products are not deposits, obligations, or guaranteed by the bank or its affiliates. Insurance products are not a condition to any bank loan, product or service. Insurance products may go down in value.

*This Web site is for marketing purposes and is not designed as a substitute for full account disclosure of any product described in this Web site. Please contact BOS for more information.

BOS Delivers Coordinated and Comprehensive Strategies

BOS Insurance Agency works hand in hand with our financial management experts to develop options that align best with your needs.

  • Estate Tax Risk Estate taxes can be onerous if not planned for properly. Life insurance can generate immediate cash to a trust or beneficiaries free of income tax obligations.
  • Charitable giving By designating a charity as a beneficiary, generous gifts can be directed at an economical cost.
  • Estate creation Life insurance is a tremendous vehicle to generate an estate to protect your family’s lifestyle.
  • Asset protection against disability Insurance can replace a percentage of personal income disrupted by disability or illness.

We’re ready to help you select the ideal insurance for your current and future needs.

Contact the BOS Insurance Agency at 217-529-5555.

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