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Home / Business / Cetera Investment Services / Business Planning

Business Planning

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Cetera offers insurance products that protect and preserve the value of your business in order to reduce the impact of an unforeseen death or disability.

Insurance can protect and preserve the value of a business in the event of the death or disability of a business owner. Insurance products you might want to consider include:

  • Term and Whole Life
  • Succession Planning
  • Disability Income
  • Long Term Care
  • Key Person Life and Key Person Disability

Choosing the right insurance policy is critical; it’s important to select a plan that meets your specific business needs and overall goals. Cetera offers a range of insurance options from recognized insurance providers; working together, you and the Investment Executive assigned to your business can determine which insurance is right for you.

To learn more about Insurance, schedule an appointment with a Cetera Investment Executive .

Consult your legal or tax counsel for advice and information concerning your particular circumstances. Neither Cetera nor any of its representatives can provide legal or tax advice.

Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Investments are: Not FDIC/NCUSIF insured; May lose value; Not financial institution guaranteed; Not a deposit; Not insured by any federal government agency.  Cetera is under separate ownership from any other named entity.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate Cetera Advisory Services Agreement and disclosure brochure as provided.