Life Insurance, Long-Term Care & Disability
Planning for your future requires the development of a strategy
to meet your financial needs. Insurance can assist in business succession
planning, family and estate preservation, and income in the event
of a disability and at retirement. Through Sorrento Pacific Financial, LLC, FB Financial Services
provides customized plans to meet your goals.
Life Insurance
Ensuring that your assets and family are protected is an important part of financial planning. FB Financial
Services offers life insurance policies providing the protection that your family needs in various stages of
your life.
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Long-Term Care Insurance
Long Term Care Insurance is for an array of medical and support services for those with degenerative conditions
(e.g. Parkinson's), prolonged illness (e.g. cancer), a cognitive disorder (e.g. Alzheimer's) or any one who is
unable to perform two to three activities of daily living.
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Insurance products:
- Are Not FDIC Insured Are Not Bank Guaranteed May Lose Value
- Are not a deposit or other obligation of the bank or any bank affiliate
- Are an obligation of the insurance company only
- Are not guaranteed, issued or underwritten by the FDIC, the bank or any bank affiliate
- Are not a condition of the provision or term of any banking service or activity
- Are not insured by any agency of the US, the bank or any bank affiliate
- Are not a condition to the provision or term of any banking service or activity
- Need not be negotiated or purchased through any particular person as a condition of any financial transaction or service
- May be purchased from any agent or company and the customer's choice will not affect current or future credit decisions
- Involve an investment risk, including possible loss of principal. The market value of the investment may fluctuate, causing possible loss of principal amount invested.
Our Investment Officers are California Department of Insurance licensed
and would be happy to help you today.
Contact us at: (800) 400-7067
Non-deposit investment products and services are offered
through Sorrento Pacific Financial, LLC ("SPF"), a registered
broker-dealer (Member FINR/SIPC) and SEC Registered Investment Advisor.
Investment Representatives are registered through SPF. Fremont Bank
has contracted with SPF to make non-deposit investment products
and services available to bank clients. Products offered through
SPF are:
| Not FDIC Insured |
 |
Not Bank Guaranteed |
|
May Lose Value |
|
| Not Guaranteed
by any Government Agency |
|
Not a Bank Deposit |
|
|
