A variety of personal and business programs are available through Bank Leumi USA.
Key Person Insurance A life insurance contract owned by a company on the lives of key employees to cover any potential loss caused to the company as a result of an unexpected death. This insurance protects the company against unexpected financial losses, such as the loss of intellectual property, clientele, etc.
Buy Sell Agreement
A pre-agreed buyout arrangement backed by a life insurance contract to ensure quick and efficient transformation of control when a partner dies or becomes disabled. The use of a pre-agreed contract will ensure a smooth transfer of ownership in case of death, as well as provide the cash to finance the buyout.
Insurance in connection with Estate Planning
A variety of insurance products can help ensure income replacement and ease wealth transfer.
For more information, please contact the Private Banker in your branch or call LeumiLines at
1-800-892-5430.
Securities and insurance products are offered through Leumi Investment Services Inc. (LISI), a wholly owned subsidiary of Bank Leumi USA and a member of FINRA/SIPC.
PRODUCTS OFFERED THROUGH LISI:
NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE |