Find options to protect you - and your employees.
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Different business goals require different insurance. We can help you evaluate your business insurance options and choose the policy that addresses your needs. Even if you're already insured, remember: Needs can change, and getting an objective second look at your current insurance can help ensure your business is properly protected.
Key Person Life Insurance helps cover financial losses in the event of a loss of a key person such as a business owner, partner, or majority stakeholder.
Long-term care insurance will help to safeguard you and your business beyond the limits of Medicare and other medical coverage plans.
A Citizens Securities, Inc. Financial Advisor can help you determine which business insurance protection is appropriate for your business.
Business Overhead Protection insurance is designed to reimburse a business for overhead expenses in the event an owner becomes disabled — in order to keep the business afloat until he or she recovers.
Buy/Sell Funding enables the smooth transfer of ownership to shareholders or partners in the event of an owner's untimely death, disability, or retirement — or even a falling-out between partners.
© Citizens Financial Group, Inc. All rights reserved. Citizens is a brand name of Citizens Bank, N.A. Member FDIC
Banking products are offered through Citizens Bank, N.A. ("CBNA").
Citizens Private Client is comprised of banking, insurance, brokerage, trust, and investment advisory services provided by CBNA and its affiliates, Citizens Securities, Inc. ("CSI"), an SEC registered investment adviser and member of FINRA and SIPC, Clarfeld Financial Advisors, LLC ("CFA"), an SEC registered investment adviser, and Estate Preservation Services, LLC ("EPS"). Clarfeld Citizens Private Wealth is a division of CBNA that offers bank products (deposit and credit), fiduciary (trust) services, insurance and investment advisory services. The bank products and fiduciary (trust) services are provided by CBNA. Investment advisory services are offered through CFA. Insurance products are offered through EPS, a wholly owned subsidiary of CFA or an unrelated party.
Securities, Insurance Products and Investment Advisory Services offered through CSI, or by unaffiliated members of FINRA and SIPC that provide brokerage and custody services to clients of CFA (see Form ADV for details). One Citizens Bank Way, JCB135, Johnston, RI 02919. Please be aware that the securities products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.
Securities, Insurance Products and Investment Advisory Services are:
· NOT FDIC INSURED · NOT BANK GUARANTEED · MAY LOSE VALUE · NOT A DEPOSIT · NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY