Insurance Services

City National Insurance Services provides our clients with planning expertise and access to financially strong and competitive insurance carriers. We have developed strategic alliances with leading insurance organizations that serve our clients on a private referral basis only.

We focus on the following

• Review of current personal and group coverage
• Assessment of capital needs of survivors
• Assistance on appropriate amounts and types of coverage for life, property, casualty and liability insurance
• The advantages of using life insurance as an estate planning tool
• Business succession planning using life and disability insurance to provide liquidity and guarantee funds to execute buy-sell agreements
• Executive benefit planning
• Group benefit planning
• Long-term care (assisted living) insurance

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.