Insurance Solutions
Fifth Third offers a variety of insurance coverage options for high net-worth clients. Our knowledgeable Insurance Specialists will work with you to understand your goals and objectives and provide guidance on policies and plans that are right for you.
Individual Life Insurance
Business Owner Insurance
Our Insurance Process
Our comprehensive insurance process helps keep your assets protected with six important steps.
1
Assess Your Situation
- Examine your overall financial picture
- Uncover any changes in your circumstances
- Determine your specific insurance needs
2
Review Your Current Coverage
- Make sure current policies are not at risk of lapsing
- Check designation of your beneficiaries
- Help determine if the right amount and type of insurance is in place for your specific needs
3
Design a Plan
- Help to identify insurance needs currently unmet or incorrectly addressed
- Develop insurance recommendations
4
Present Recommended Plans
- Solicit proposals from a range of carriers to find the most appropriate insurance coverage for you
- Review selected policies as part of your integrated wealth plan
5
Manage Policy Process
- Negotiate with carriers on your behalf
- Work with providers to complete underwriting process
6
Reviews
- Meet with you regularly to remain current on any changes to your circumstances
- Review and update your insurance plan as needed
We are here to help
With your financial goals in mind, your dedicated advisor can assist with investment solutions to help preserve your wealth, increase your assets, protect your business, and help leave a lasting legacy.
Call us at 866.488.0017