Susquehanna Wealth Strategies can help you with:
- Risk Exposure
- Asset Preservation
- Tax Planning*
- Business Protection
Our team of dedicated insurance professionals can work with business owners and
individuals to provide solutions for:
- Buy/Sell Funding for Continuation Planning
- Key Man Replacement Coverage
- Executive Benefits Planning
- Collateral Assignments
- Wealth Replacement
- Income Replacement
- Liquidity for Estate Needs
- Estate Preservation*
- Funding of Irrevocable Trusts
- Multi-Generational Financing Planning *
Call our team of dedicated insurance professionals at
- *Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate CETERA Advisory Services Agreement and disclosure brochure as provided.
- For a comprehensive review of your personal situation, always consult a tax or legal Advisor. Neither CETERA, not any of its representatives may give legal or tax advice.
- Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with Susquehanna Bancshares, Inc. or its related companies. Advisory services may only be offered by Investment Adviser Representatives. Investment products are: *Not FDIC insured*May go down in value*Not financial institution guaranteed*Not a deposit*Not insured by any federal government agency.
Susquehanna Wealth Strategies is a marketing name for Cetera which offers investment products at Susquehanna Bank locations.
Securities and Insurance Products Are:
• Not FDIC Insured • May Lose Value • Not Bank
• Not a Deposit • Not Insured by any Federal Government Entity
FINRA Registered Office: 150 South Warner Rd Suite 210, King of Prussia, PA 19406