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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.

 

Securities and insurance products offered through Leumi Investment Services Inc. (LISI).  LISI is a member of FINRA / SIPC and is a wholly owned subsidiary of Bank Leumi USA.

 

PRODUCTS OFFERED THROUGH LISI:

NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE