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Insurance Products

Protect Your Family and Your Business

Insurance

Insurance specialists with Leumi Investment Services Inc. (LISI) can assist with your insurance needs for yourself or your business whether or not you are a resident of the U.S.

 

Through our partners, including AIG, AXA, Guardian, Hartford, John Hancock, Lincoln, MetLife, Pacific Life, and Sun Life, we provide products designed to protect your family and your business.  These products include estate planning, life insurance, disability insurance, long term care insurance, fixed and variable rate annuities, Key Person insurance, business succession planning, non-qualified executive compensation benefits, business income protection, and group benefit packages.  

 

We are  also able to offer other insurance products such as structured settlement annuities and kidnap and ransom insurance for clients who live outside of the United States.

 

In the U.S., banking products and services are provided through Bank Leumi USA (BLUSA), and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA.

 

All investors must carefully consider the risks, charges, fees, and expenses, review the prospectus or other offering information if applicable, and consider their personal financial situation and tolerance for risk before making any investment. The mutual fund or variable product prospectus will detail such expenses and costs, and a prospectus can be obtained from your LISI registered representative.

 

Certain products and services are not available to US residents and/or are offered through third party providers.

 

Withdrawals from annuities are subject to normal income tax and, if taken prior to age 59 ½, may be assessed a 10% tax penalty.  Foreign securities are subject to risks associated with currency exchange rates, different accounting and financial standards and political instability. Structured securities have restrictions and may be subject to significant fluctuations in value.

 

Non-deposit investment products offered through Bank Leumi USA and LISI are:

* Not insured by the FDIC or any other federal or government entity

* Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank

* Subject to investment risks, including possible loss of the principal amount invested

 

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