Insurance Insights

Explore insights for your lifestyle

Insurance

Protect Your Wealth With Liability Insurance

Explore the importance of liability coverage to preserve your wealth and safeguard your financial security.
If you're considered a high-net-worth individual, this makes it essential to ensure all your liability exposure is adequately covered.
Insurance

Having the Long-Term Care Planning Talk

Aging is inevitable, and we owe it to our loved ones to get on the same page and plan for their future.
Creating a plan for your own or your parents' aging can seem daunting, but starting early enough and having an open dialogue can make the process go much more smoothly.

Kelly Sullivan

Manager of Life Insurance Sales, VP, First Citizens Center

Insurance

High-Net-Worth Property Insurance Considerations

Learn about insurance considerations specific to high-net-worth properties.
With higher-value homes—and what's stored inside them—comes a greater need to ensure they're adequately covered for the risks associated with homeownership.

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Your investments in securities and insurance products and services are not insured by the FDIC or any other federal government agency and may lose value.  They are not deposits or other obligations of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amounts invested. There is no guarantee that a strategy will achieve its objective.

About the Entities, Brands and Services Offered: First Citizens Wealth™ (FCW) is a marketing brand of First Citizens BancShares, Inc., a bank holding company. The following affiliates of First Citizens BancShares are the entities through which FCW products are offered. Brokerage products and services are offered through First Citizens Investor Services, Inc. ("FCIS"), a registered broker-dealer, Member FINRA, Opens in a new tab and SIPC, Opens in a new tab. Advisory services are offered through FCIS, First Citizens Asset Management, Inc. and SVB Wealth LLC, all SEC registered investment advisors. Certain brokerage and advisory products and services may not be available from all investment professionals, in all jurisdictions or to all investors. Insurance products and services are offered through FCIS, a licensed insurance agency. Banking, lending, trust products and services, and certain insurance products and services are offered by First-Citizens Bank & Trust Company, Member FDIC, Opens in a new tab, and an Equal Housing Lender, and SVB, a division of First-Citizens Bank & Trust Company.

For more information about FCIS, FCAM or SVBW and its investment professionals, visit FirstCitizens.com/Wealth/Disclosures.

See more about First Citizens Investor Services, Inc. and our investment professionals at FINRA BrokerCheck, Opens in a new tab.

Insurance products are not insured by the FDIC or any federal government agency and are not a deposit or other obligation of, or guaranteed by, any bank or bank affiliate.

Insurance products offered in California are offered by First Citizens Investor Services, Inc., d.b.a. FCIS Insurance Solutions, Agency #6001908.

The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.

This material is for informational purposes only and is not intended to be an offer, specific investment strategy, recommendation or solicitation to purchase or sell any security or insurance product, and should not be construed as legal, tax or accounting advice. Please consult with your legal or tax advisor regarding the particular facts and circumstances of your situation prior to making any financial decision. While we believe that the information presented is from reliable sources, we do not represent, warrant or guarantee that it is accurate or complete.

Third parties mentioned are not affiliated with First-Citizens Bank & Trust Company.

Links to third-party websites may have a privacy policy different from First Citizens Bank and may provide less security than this website. First Citizens Bank and its affiliates are not responsible for the products, services and content on any third-party website.

First Citizens Bank is a Member FDIC and an Equal Housing Lender .

NMLSR ID 503941