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You are here: > Home > Private Banking > US Private Banking > Insurance Programs

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


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