Insurance - Thumb Bank

Insurance Solutions

At Thumb Bank & Trust we know family matters most to our clients. That’s why we are here to help you protect yours. We can help you determine what your insurance needs are and which type of policy will best cover them.

Life insurance for Survivor Support and Estate Planning

  • Term Life
  • Whole Life
  • Universal Life
  • Indexed Universal Life
  • Variable Universal Life

Disability Insurance

Long Term Care Insurance

  • Not FDIC Insured
  • Not a Deposit
  • May Go Down in Value
  • Not Insured by any Federal Government Agency
  • No Bank Guarantee

 

 

Check the background of this firm on FINRA's BrokerCheck

*Non-deposit investment products and services are offered through Sorrento Pacific Financial, LLC (“SPF”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through SPF: are not FDIC or otherwise federally insured, are not a deposit or guarantee of the bank, and may involve investment risk including possible loss of principal. Investment Representatives are registered through SPF. Investment Representatives are registered through SPF. The Bank has contracted with SPF to make non-deposit investment products and services available to bank clients.

Financial Consultants

As a client of Thumb Bank & Trust, you have access to one of our knowledgeable SPF* Financial Consultants, available through Sorrento Pacific Financial, LLC (“SPF”)

Thumb Bank Investment Management