Working to Mitigate Financial Risks

BB&T Insurance Services specialists can recommend the appropriate use of insurance to protect you and your family from financial loss, minimize your tax burden, and optimize charitable giving and wealth transfer.

As appropriate, your insurance program may include:

  • Life insurance analysis & coverage.
  • Health insurance, long-term care and disability insurance.
  • Property and casualty insurance for multiple homes, automobiles, planes, yachts, fine art, antiques, jewelry and other collections.
  • Personal and family liability coverage, including directors and officers liability, hostage and kidnapping insurance.
  • 24-hour emergency contact information.
  • Personal assistance in processing and monitoring claims to ensure proper and timely resolution.

The result is a customized portfolio that achieves a careful balance between preserving your resources, protecting your assets and minimizing your risks.