Grand Eagle Insurance Services™

Grand Eagle Insurance Services™

As part of our holistic approach to wealth management, First Republic offers a full range of insurance-based risk management solutions. You have access to traditional permanent and term life coverage, long-term care, disability and annuities.

Benefits

  • Integrated strategies to help secure family wealth and protect beneficiaries’ needs
  • Comprehensive analysis and policy audit of existing life insurance coverage
  • Business succession planning and protection of business interests
  • Strategies designed to maximize protection and minimize estate taxes
  • Unique insurance products for qualified clients at lower comparative costs

Focus Areas


Life and Disability Insurance

  • Traditional permanent and term life insurance
  • Policy and plan audit for individuals and businesses
  • Risk and liquidity management
  • Executive and employee benefit plans for businesses, including key person insurance, buy/sell insurance funding, deferred compensation and supplemental retirement solutions
  • Income replacement solutions for high income earners

Annuities

  • Fixed, indexed and variable investment options
  • Tax-deferred growth
  • Low-cost options without long-term commitments
  • Protection against market volatility
  • Guaranteed lifetime income*

*Guarantees and benefits are subject to the claims paying ability of the issuing insurance company.

Insights & Education