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Our Services

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Insurance Solutions

Having the right type of insurance coverage is a very important piece of your holistic wealth management plan.

business men walking down hallwayWith independent brokerage service capabilities, we draw on an unparalleled selection of insurance products to structure risk management programs that can provide:

  • Instant liquidity for an estate tax need
  • Key man life insurance to protect a business
  • Income replacement in the event of death or disability

Washington Trust also provides trustee services for all types of Group Insurance Trusts including:

  • Multiple employer trusts
  • Association trusts
  • Annuity trusts
Let's discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

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Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency