- 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
|
- U.S. Agency Securities
- Annuities
- Israeli Investments
- Emerging Markets Investments
- Universal Investment Plans
- Innovative Deposit Products
|
Foreign securities are subject to higher risks than domestic (US) investments due to currency fluctuation, different financial and accounting standards, and political instability.
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