We’ll work with you to understand your needs, then tap our nationwide network of leading insurance providers to find the right solutions. Our end goal – to help you make the best, most cost-effective choices for your family.
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Your family depends on you. And you can depend on us for affordable, high-quality life insurance products that protect your loved ones
An affordable alternative to whole life insurance. While premiums and death benefits may vary, these plans can be tailored to fit your financial needs. Like whole life, universal life is a permanent life insurance option that provides tax-deferred cash accumulation.
Whole Life Insurance
A valuable piece of retirement planning and asset protection, whole life insurance provides tax-deferred accumulation of cash value, as well as a guaranteed1 death benefit. While initial premiums tend to be higher than term life plans, they’re fixed for the life of the policy.
Choose low-cost term life insurance if you’re looking for coverage up to a certain age or a specific period of time. Term life typically provides the highest death benefit at the lowest cost. We offer access to a range of options, including those with no requirement for medical exams.
Annuities2 offer a flexible, tax-deferred way to save for retirement or any other future need, including guaranteed2 income for life.
Your Financial Planning Team
Big dreams, meet your team – the Bluestone Wealth & Trust professionals ready to share their expertise to help you plan for your best future.
*Individual suitability should be determined before purchasing any security. Past performance is not indicative of future results. This is neither an offer nor a solicitation to purchase securities and any purchase should be accompanied or preceded by a prospectus containing information regarding investment objectives, risks, fees, and charges, which you should read carefully before investing.
Investments and Insurance Products are offered through INFINEX INVESTMENTS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Infinex and the bank are not affiliated. Account Executives are representatives of Infinex.
Investment and Insurance Products:
- Are NOT FDIC Insured
- Are NOT Insured by Any Government Agency
- Are NOT Bank Deposits
- Are NOT Guaranteed by the Bank
- May Lose Value