You've worked a lifetime to accumulate the assets you have. As your financial advisor, we offer a cost-effective way to protect them from loss. Significant health problems, loss of income, disability and death all introduce risk into your financial future. We'll help you determine what assets to protect and the best approach to safeguard them.

A few tools we use are:

  • Life insurance, which comes in many forms (term, universal, whole, etc.)
  • Disability insurance that provides income if you are no longer able to work
  • Long-term care insurance should you need help with daily living activities

Why would I add insurance to my portfolio?

How much insurance do I need in my portfolio?




Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC, are; not deposits, not insured by FDIC or any other governmental agency, not guaranteed by TheBANK of Edwardsville, and are subject to risk, and may lose value. The Investor Group at TheBANK and TheBANK of Edwardsville are independent of Raymond James.

Raymond James financial advisors may only conduct business with residents of the state and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.