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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 provided by our affiliates, The Park Insurance Agency, Inc. and Weston Securities Corporation, a SIPC and FINRA member broker-dealer, 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, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

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