Insurance & Risk Management

Provide protection and leave a legacy for your family

Your Risk Management Plan

When it comes to insurance, it’s important to understand your options so that you and your family have protection when you need it most. With adequate insurance planning, you’ll have confidence that both your family and your legacy are secure. With adequate insurance planning, you'll have confidence that both your family and your legacy are secure.

Insurance plays a key role in a well-balanced financial plan. Your Middleburg Financial Advisor will take the time to understand your family’s financial goals. Then, we’ll evaluate the role that insurance can play in meeting those goals, whether it’s survivor benefits in the event of premature death, income benefits when you reach retirement, income replacement in the case of a disability, benefits to cover long-term care services, or leaving behind a legacy. Our advisors are ready to help you find the right protection for your personal situation.

How have you protected your family in the event of a long-term disability?

Find the right protection

Your advisor will evaluate the role insurance plays in meeting your goals such as:

  • Survivor benefits in the event of premature death
  • Income benefits when you reach retirement
  • Income replacement in the case of a disability
  • Benefits to cover long-term care services
  • Leaving behind a legacy

Key Questions

Disclosures

Any guarantees are based on the claims-paying ability of insurer.

Check the background of this firm on FINRA's BrokerCheck.

Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. View the Raymond James privacy notice.

Atlantic Union Bank, Middleburg Financial, Middleburg Investment Services, Middleburg Private Banking and Middleburg Trust are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by bank insurance, the FDIC, or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. 

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. 

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