LIFE INSURANCE

We take the time to understand your unique needs and leverage our nationwide network of top insurance providers to craft tailored solutions for you. Our mission is to help you make confident, cost-effective choices that provide lasting security and peace of mind for your family.

Insurance products are not insured by the FDIC, are not deposits, and may lose value.

Life Insurance

Your loved ones depend on you, and you can depend on us. We offer affordable, high-quality life insurance options designed to safeguard what matters most to your family’s future.

Universal Life

A flexible and affordable alternative to whole life, universal life adapts to your changing needs. With customizable premiums and death benefits, it also offers tax-deferred cash growth, making it a smart, permanent life insurance choice.¹

Term Life

Term life offers the lowest cost at all levels of death benefits. We provide a range of options, including plans with no medical exams required, making protection simple and accessible.¹

Whole Life Insurance

A cornerstone of thoughtful retirement planning and asset protection, whole life provides guaranteed¹ death benefits and tax-deferred cash accumulation. While premiums are higher initially, they remain fixed for life, offering stability and peace of mind.

Annuities

Annuities offer a flexible, tax-deferred way to save for retirement or any other future need, including guaranteed¹ income for life.

¹Individual suitability should be determined before purchasing any security. Past performance is not indicative of future results. This is neither an offer nor a solicitation to purchase securities and any purchase should be accompanied or preceded by a prospectus containing information regarding investment objectives, risks, fees, and charges, which you should read carefully before investing.

Not sure where to start?

Let our experienced team guide you through your financial journey, providing clarity and confidence every step of the way.

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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.

Financial Planning Team

Investments and Insurance Products are offered through OSAIC INSTITUTIONS, INC. Member FINRA/SIPC. Bluestone Wealth & Trust is a tradename of Bluestone Bank. Osaic and the bank are not affiliated. Account Executives are representatives of Osaic.

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