In addition to growing and strengthening your money, you need to safeguard your wealth, so you can protect your future income needs, minimize estate taxes and provide long-term financial security for your family.
Furthermore, if you’re a business owner, you may have additional concerns, such as securing the orderly transfer of an ownership interest to family members or keeping your company operating after a partner exits the firm, retires or dies.
We understand these important responsibilities and the insurance strategies required to meet them. Insurance represents an essential component of your wealth management and business succession strategies. We offer a range of products to help you strengthen your plan:
© BOSC, Inc. Securities offered through BOSC, Inc., a registered broker/dealer, member FINRA/SIPC and a subsidiary of BOK Financial Corporation. Advisory services offered through BOSC, Inc. d/b/a BOK Financial Advisors, an SEC registered investment adviser. Investments and insurance are not insured by the FDIC; are not deposits or other obligations of, and are not guaranteed by, any bank or bank affiliate. All investments are subject to risk, including possible loss of principal.