Financial Planning

Our client relationships emphasize customization and performance designed to protect and grow your assets. When you become a LISI client, we can provide you with a personalized financial plan to meet any of your needs, including:

• Reviewing your current portfolio with recommendations for allocation of your assets based on your risk tolerance and objectives
• Establishing a program to meet the cost of educating your children
• Planning to adequately provide for your retirement
• Analyzing your life insurance needs and the adequacy of your current coverage
• Developing a plan for investing a lump sum of money
• Providing funds for the care of an elderly parent or other family member
• Estate planning and preservation
  

Insurance Programs

Our Insurance Specialists offer products designed to protect your family and your business.

For your family, we offer:

• Traditional survivorship life insurance for your most basic needs
• Specialized insurance products for estate planning
• Wealth replacement plans to protect assets from estate and transfer taxes
• Single premium life for assets you plan to pass on
• Family legacy plans to help the causes you believe in
• Tax-deferred fixed and variable annuities to guarantee income during retirement
• Supplemental non-qualified retirement accumulation products that allow you to save more for retirement
• Personal disability products to insure an income if you are unable to work
• Long term care plans to protect your family from the rising cost of institutional or home care
  

For your business, we offer:

• Key Person insurance to cover the loss of an essential employee or partner
• Business income protection to ensure that revenues don't stop when a partner or key employee suffers a disability
• Business succession tools to provide your family and your business with a smooth transition
• Non-qualified executive compensation benefits that provide the necessary tools for recruiting and rewarding the best of the best in your industry
• Group benefit packages to insure your employees remain loyal to your business
  

For additional information, or to schedule an appointment, please call 212.407.4345 or e-mail us at lisi@leumiusa.com.

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.

NOT FDIC INSURED / NO BANK GUARANTEE / MAY LOSE VALUE