Insurance is a Powerful Tool for Managing Risk

Creative insurance solutions can keep a business running efficiently. Insurance benefits help a company carry on after the death of an owner or partner by paying short-term expenses. Specialty contracts fund buy-sell agreements to ease transitions in ownership or management. Professionally designed compensation plans are a cost-effective way to attract and retain top management talent.

We start with a comprehensive look at your finances and goals, from estate plans to business strategies. Then we find competitively priced products and explore multiple plan designs to help you make the right choices.



Succession Planning

Creative insurance solutions, provided through our relationship with Synovus, can keep a business running efficently. Insurance benefits help a company carry on after the death of an owner or partner through Company-owned life insurance. Specialty contracts can fund buy-sell agreements to ease transitions in ownership or management.



Buy-Sell Agreements

A well-prepared buy-sell plan usually incorporates permanent life insurance to fund a future purchase when the owner dies, becomes disabled or retires. Working with your other transition advisors, our insurance professionals will arrange the right life insurance coverage to help your plan succeed.



Company-Owned Life Insurance

We can help you complement a buy-sell plan with life insurance on your most valuable employees. If one of these key people leaves the company, the policy’s cash value may be used to offset the cost of his or her loss. If the employee dies, your business receives the insurance death benefit.

Investment products and services provided by Synovus are offered through Synovus Securities, Inc ("SSI"), Synovus Trust Company, N.A. ("STC"), GLOBALT, a separately identifiable division of STC and Creative Financial Group, a division of SSI. Trust services for Synovus are provided by Synovus Trust Company, N.A. The registered broker-dealer offering brokerage products for Synovus is Synovus Securities, Inc., member FINRA/SIPC. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested.

Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank and Synovus Trust. Synovus Trust Company, N.A. is a subsidiary of Synovus Bank.

Approval of any bank product or service is not contingent upon purchasing insurance from Synovus Bank. Insurance products marketed through Synovus and its affiliated companies are underwritten by insurance companies not affiliated with Synovus and are subject to normal underwriting procedures.