As a customer of The State Bank, we offer you the opportunity of a more secure future. We have partnered with The State Wealth Advisors through Ameriprise Financial Services, LLC. for a simple, secure, and sensible solution to your life insurance needs. The State Wealth Advisors offers a selection of personalized life insurance products – to help ensure the people who matter most in your life are protected.
Death benefits provide surviving family members with funds to help offset the impact of your death.
Income tax-free access to your policy’s cash value when properly structured.
When premiums are paid you are covered, even if health or personal situations change.
To learn more about life insurance services offered by The State Wealth Advisors, contact us or stop in to one of our local branches for a consultation.
Not FDIC or NCUA Insured
No Financial Institution Guarantee
May Lose Value
Ameriprise Financial Services, LLC is not an FDIC insured bank; FDIC insurance only covers the insolvency of FDIC-insured banks.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise Financial Planning Services are optional, offered separately, and priced according to the complexity of your case and your financial advisor’s practice fee schedule. Your fees and financial advisor may be subject to change.
Financial planning is generally appropriate if you have financial goals, sufficient assets and income to address your financial goals, and are willing to pay an investment advisory fee for recommendations to help you achieve those goals. Please review the Ameriprise Financial Planning Client Disclosure Brochure or, for a consolidated advisory relationship, the Ameriprise Managed Accounts and Financial Planning Service Disclosure Brochure, for a full description of services offered, including fees and expenses.
Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities are offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
*Based upon number of approved loans for the SBA fiscal years ending September 30, 2020, 2021, 2022 & 2023. Subject to credit approval.
© 2021 The State Bank, Fenton, Michigan. All Rights Reserved
