Skip Navigation Documents in Portable Document Format (PDF) require Adobe Acrobat Reader 5.0 or higher to view,download Adobe® Acrobat Reader.
Bank of Charlotte County

Insurance Protection

Life is full of the unexpected, so prudent planning goes a long way toward addressing the variables. We offer a choice of insurance policies that provide financial protection for families and business owners in the event of untimely deaths.

Protection Provides Peace of Mind


Whether a life insurance policy for your family's breadwinner or a policy to cover key employees, your insurance needs are our priority. We work closely with you to identify the necessary policies that protect your family's standard of living or provide your company capital needed in the event of an employee's death. Additional riders are available.

Contact your nearest branch to discuss your options and receive assistance in selecting the policy you need.

Check the background of this investment professional on FINRA’s BrokerCheck

Located at: 4100 Halifax Rd, Suite 100, South Boston, VA 24592  434-446-1912 Ext 101

Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com