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.
