Insurance Solutions
Explore our customized insurance solutions for peace of mind and comprehensive coverage for both personal and business needs.
Personalized Insurance Coverage
Sometimes, your insurance needs require personalization beyond what typical retail insurance companies provide. Ensure your protection from life’s uncertainties with tailor-made insurance. At First Western Trust, we take the time to get to know you and understand your goals to create personalized insurance coverage — whether personal, like life insurance and annuities, or business-oriented, like key person insurance.1
Specialized Offerings
Life Insurance
Access protection and peace of mind for you and your loved ones with coverage in the event of death, ensuring stability and support during difficult times.1
Retirement Annuities
Maintain a dependable income source, ensuring financial security and peace of mind throughout your retirement journey.1
Key Person Insurance
Protect your business against financial losses due to the death or incapacity of vital personnel, ensuring continuity and stability.1
Nonqualified Deferred Compensation Plans
Offer flexible compensation strategies to key executives, aligning their goals with the success of your business.
Buy-Sell Agreement
Safeguard your business’s future with agreements that ensure smooth ownership transitions, protecting against unforeseen circumstances.
— Tom L.
“You can breathe a sigh of relief because you feel safe and cared for; that’s how my experience has been with First Western Trust. They are different than any banking relationship I’ve ever had.”
Insights
The Advantages of Personalized Insurance Policies
In 2023, the United States experienced an unprecedented number of billion-dollar disasters, setting a new record for the frequency and severity[…]
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Planning Beneficiary Designations for Life Insurance
Assets such as life insurance and retirement accounts typically pass by beneficiary designation upon your death. Similarly, some non-retirement accounts[…]
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Caring for Aging Family with Long-Term Care Insurance
Taking care of your aging loved ones can be overwhelming and expensive. Long-term care insurance can help defray the increasing[…]
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The Importance of a Year-End Insurance Review
Your insurance policies are a crucial component of your financial planning checklist. Policies for homeowner’s, auto, life, umbrella, long-term care,[…]
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Major Players Exiting the Life Insurance Business
Another carrier has announced that they will no longer distribute life insurance products as of December 31, 2019. TIAA Cref,[…]
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Ready to learn more? Let’s have a conversation.
Connect with us to explore how our tailored insurance services can safeguard what’s important to you.
Insurance Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.