Protecting what you truly care about. Your assets. Your lifestyle. Your loved ones. We’ll create a customized plan for every phase and aspect of your life.
More than just insurance
Careful planning can help safeguard your assets from unexpected misfortunes and preserve your wealth for future generations.
Protect all of your assets
Think about your non-liquid assets for a moment.
Real estate. Vehicles. Artwork or other collectibles. We’ll help ensure that you have the right protection based on the type and title holder of each asset.
Own a small business?
We can help with all facets of transition planning, including:
Liquidity and estate taxes
Deferred compensation
Supplemental disability
Business continuity policies
Life and long-term-care insurance
We’ll connect you with a Truist Life Insurance Services, or McGriff Insurance Services partner to help ensure you get the full range of coverage you need.
Wealth transfer isn’t just about distributing your assets.
It’s also about the causes you want to support. The business you may want to hand over. The heirs you want to protect, such as a special-needs family member.
Let’s talk about the most effective way to transfer your wealth, including protecting your assets, shaping your legacy, and providing financial security for those you love.
But even for affluent families, an unexpected healthcare event can take a major financial toll and diminish the retirement and legacy you envisioned.
Protect both your retirement assets and your current lifestyle by building future healthcare costs into your plan. A Truist advisor can help you estimate how much to set aside for out-of-pocket healthcare expenses. And we can help you plan for possible extended care costs as well.
What does lifestyle mean to you? Travel? Philanthropy? Family time?
We’ll get to know the meaning and importance of your particular lifestyle. Then we’ll build it into your risk management plan. This will help ensure that your most vital interests have the protection they deserve.
Is there a clear division between your personal and business assets?
For example, do you run your business out of your home, or from a separate property?
Talk to us about everything you need to plan for. We cover business continuity and succession, including executive compensation, key person and buy/sell insurance, estate equalization, employee stock ownership plans, healthcare plans, and more.
We’ll connect you with a Truist Life Insurance Services, or McGriff Insurance Services partner to help ensure you get the full range of coverage you need.
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