Passing the Torch: Life Insurance in your Estate Plan
When designing an estate plan, families should understand how to optimize their succession strategies to achieve their preferences and cater to specific needs.
Learn MoreAt the Private Bank, working with wealthy families has given us valuable insights into their priorities and values. Wealth protection and preservation—and ensuring families are cared for no matter what happens—are almost always among their most important goals. Whether you seek protection for your business, your loved ones or both, life insurance can help give you peace of mind.
Families with considerable wealth have unique needs when it comes to wealth planning: Family and asset protection, estate planning and business succession require specialized expertise.
Whether it’s for your individual wealth plan or you’re a business owner looking to protect your assets, to help suit your specific goals, there are various types of life insurance policies available to you. At J.P. Morgan, we look across your entire wealth plan to understand your goals and help you find the policy that’s best for your situation.
At the Private Bank, we help you experience the full possibility that your wealth creates, raising the standard in private banking and delivering a uniquely elevated experience shaped around you. That means we take a holistic approach to your life insurance needs, keeping your entire wealth plan in mind.
Curated platform
Access a robust offering of carefully selected life insurance products that are designed to address a host of wealth objectives. We perform rigorous due diligence on all products and the insurance carriers with whom we partner.
Dedicated service teams
We understand that a life insurance purchase is a decision that’s often personal and sensitive. Our specialists are here to guide you step-by-step through the selection and purchase of your policy. Our team can connect you with resources throughout the firm, giving you confidence that you won’t miss out on a cutting-edge insight or emerging opportunity.
Ongoing support
As your needs evolve, we remain available to review your policy with you to ensure you and your loved ones have the appropriate protection in place. We can also review policy proposals from insurance companies to help evaluate whether the policy aligns with your goals and wealth plan.
When designing an estate plan, families should understand how to optimize their succession strategies to achieve their preferences and cater to specific needs.
Learn MoreMarket volatility may impact the health of your life insurance policy. Here’s how U.S. clients can evaluate whether their policy might need a check-up.
Learn MoreProvides temporary protection for a specific duration
Common terms:
Provides permanent coverage for your entire life
Types of permanent life insurance
Please tell us about yourself, and our team will contact you.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA Brokercheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (JPMS), a member of FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED