Risk Management and Insurance Strategies To Keep You Protected
When the unexpected happens, our smart risk management and insurance strategies provide reassurance that you are protected at every stage of life.
Helps your life's moments live on.
- Provide continuing income for your family
- Pay off debts you leave behind
- Cover final expenses and taxes
- Provide an estate for your loved ones
- Leave money to charity
Assistance with daily living and tasks.
- In-home care services
- Assisted living costs
- Nursing home costs
Retirement Income Plan
Manage guaranteed income sources to help pay for your essential expenses.
- Social security maximization
- Pension income alternatives
- Deferred compensation
Cover your monthly mortgage payments.
- Support your mortgage even if one person is left alone
- Life insurance termed for a length of the mortgage allows your beneficiary to pay off the mortgage
Now is a perfect time to talk to a Horizon Investment Advisor.
Shannon BlountVP, Sr. Personal Trust Officersblount@horizonbank.com
Tera GilbertVP, Sr. Personal Trust Officertgilbert@horizonbank.com
Marty HickeyVP, Sr. Trust Officer and Financial Plannermhickey@horizonbank.com
Brad MurzynAVP, Investment Trust Officerbmurzyn@horizonbank.com
Kathleen SnyderVP, Investment Sales & Complianceksnyder@horizonbank.com
Investment vehicles made available through Horizon Trust & Investment Management are: Not deposits or other obligations of, or guaranteed by Horizon Bank; Not insured by the FDIC; Subject to investment risks, including possible loss of principal.