Life Insurance

For many, life insurance is a critical component of an overall financial plan, and selecting the right amount of coverage and policy type can be a challenge. As with all investments, it’s important to monitor life insurance policies to determine if they’re helping you to achieve your financial goals. PNC Investments can provide you with a no-cost policy review to help confirm you’re receiving the best possible value.

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Key Features
Safeguard your Assets

Protect your income and efficiently transfer assets to your heirs

Alignment with
Financial Plans

Confirm that policies support your financial goals, including your retirement plan, business plan and estate plan

Side-by-side Policy Comparison

PNC Investments can assess your evolving needs, coverage and costs to help you make an appropriate selection


Life Insurance: Part of Your Portfolio

Insurance can play a key role in a comprehensive financial plan. In fact, many portfolios may not be complete without it. Consider the following:

  • If you were to pass away, would your family have the necessary resources to maintain the lifestyle they’re accustomed to?
  • What would happen to the children’s plans for college?
  • Could your family afford the mortgage left behind on your home?
  • How long would your dependents require support after your passing?

Additionally, life insurance may play an integral role in:

  • Retirement planning. The cash value account of permanent life insurance generally grows tax-deferred, and can be used to grow your resources for retirement while also providing a life insurance benefit to your family.
  • Business planning. Life insurance may provide the capital necessary to replace and train a key employee whose death could negatively affect business. It may also be used as a business succession tool, helping to transfer ownership of your business according to your will upon your passing.
  • Estate planning. Life insurance can be used to establish a trust, define your legacy, set up an annuity, fund a charity of your choice, and much more.

Understanding Life Insurance

Keep your life insurance on track by asking these five questions.

 

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Associated Products & Services

The following information may be provided by PNC Investments affiliates, including PNC Bank, PNC Wealth Management® or PNC Institutional Asset ManagementSM:

Annuities

Annuities are contracts with insurance companies designed to help meet retirement and other long-range goals by providing a steady stream of income. PNC Investments can help assess whether an annuity is appropriate for you.

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PNC Directions®

PNC Directions is a mutual fund advisory program designed for investors taking those first steps toward achieving their financial goals. This account makes the process of investing easy and accessible by using mutual fund families managed by our affiliates, including PNC Funds and BlackRock Funds®.

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Long-Term Care Insurance

Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities.

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Important Legal Disclosures and Information

  1. Pricing & Fees. For customized pricing and fee information, please contact PNC Investments.

  2. All guarantees are based on the claims-paying ability of the issuing insurance company.

This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.

Important Investor Information: Brokerage and insurance products are:

Not FDIC Insured • Not Bank Guaranteed • Not A Deposit
Not Insured By Any Federal Government Agency • May Lose Value

Securities products, brokerage services and managed account advisory services are provided by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and member FINRA, and SIPC. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency.

View the PNC Investments Business Resiliency Planning Customer Disclosure.

This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.

This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.

PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.

PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.

Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.