Bluestone Wealth & Trust

Life Insurance

Your family depends on you. And you can depend on us for affordable, high-quality life insurance products that protect your loved ones

Universal Life

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.

Term Life

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.

Annuities

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.

1All guarantees are by the issuing insurance company and are subject to the claims paying ability of the insurance company.

2Annuities and insurance products may have guarantees and are underwritten and issued exclusively by the respective insurance companies. All guarantees are subject to the claims paying ability of the insurance company. Surrender penalties may apply for early withdrawal. A 10% IRS penalty may apply for withdrawals prior to age 59 ½. An annuity does not provide any additional tax benefit when purchased inside of another retirement account. IRAs are tax-advantaged accounts, and a variable annuity will not provide additional tax savings.

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
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