IMPORTANT: California Bank & Trust will be making security upgrades to our digital systems on Tuesday, June 23, 2020. To see how you can be prepared for this update, please click here.
Insurance by CB&T Wealth Advisors
Helping to guide you in selecting traditional and advanced insurance solutions.
Because nothing’s assured, be properly insured.
The only constant in life is change. So, you need to keep your insurance aligned with whatever life changes occur. We’ll work with you to understand your needs and offer guidance in selecting traditional and advanced insurance solutions[cite::66::cite].
INSURANCE SERVICES WE OFFER ACCESS TO:
- Buy/sell
- Key man
- Executive bonus
- Defined benefit plans
- Carve-out plans
AVAILABLE INSURANCE WE OFFER ACCESS TO:
- Term life insurance
- Permanent life insurance
- Long-term care
- Disability
- Annuities
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