Protecting your lifestyle, assets and legacy."What if?" No matter how much wealth you’ve acquired, those two simple words can still invoke a deep sense of anxiety. Managing risk isn’t just a portfolio concern – it’s also about protecting your family’s lifestyle, your assets and your legacy. Although you may never need these protections, what would the consequences be to your family, if you did?
Insurance plays a vital part in your overall wealth management strategy. From income replacement strategies for your family to asset protection strategies for your business, as well as methods of using insurance to tax efficiently transfer assets to the next generation, your Ici Bank advisor can help you answer many of your most pressing "what ifs."