- Financial and Estate Planning
- Investment Management
- Insurance Products
- U.S. and Foreign Equities Options
- Mutual Funds
- Corporate, Municipal and Zero-Coupon Bonds
- U.S. Treasury Bills, Notes, and Bonds
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- U.S. Agency Securities
- Annuities
- Israeli Investments
- Emerging Markets Investments
- Universal Investment Plans
- Innovative Deposit Products
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Investors must consider the investment objectives, risks, charges and expenses of variable products and the underlying investment options carefully as detailed within the products/fund's prospectus. Prospectuses can be obtained from your LISI registered representative.
Investment products available through LISI, are not guaranteed or insured by Leumi Investment Services, Bank Leumi USA or any affiliate, are not FDIC-insured, are subject to investment risks and may lose value including the potential for principal loss.
Withdrawals from annuities are subject to income tax and withdrawals prior to age 59 1/2 and 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.
www.finra.org
www.sipc.org
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
