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Investment &
Retirement Services -
Trust Services -
Insurance Services -
Specialists
For customers interested in alternative investment options, the
Wealth Management Group at Peoples Bank offers a wide variety of products to
maximize and diversify assets while minimizing risk. A Peoples Bank
Investment Specialist is available to meet for a free consultation anytime,
anywhere. Let Peoples Bank be your one-stop for all of your investment
banking needs.
Life Insurance
Protect your family in the event of your premature death. Let us help put
your mind at ease with a wide variety of ways to provide for the welfare of
your family. Policies are available with both flexible terms and affordable
premiums.
Long-Term Care Insurance
This type of insurance assists your loved ones in the event of a disability,
accident or prolonged illness by providing funds to assist with the costs of
extended care. Whether it's rehabilitative treatment in a facility or
personal care delivered at home, the security provided by these policies
helps maintain your independence.
Annuities
Peoples Bank offers both fixed and variable rate annuities. Depending on
your goals, an Investment Officer can help you choose the product that’s
right for you.
Fixed Annuities
Fixed Annuities are an ideal vehicle for protecting your assets and
providing a steady source of retirement income. These products are also
ideal ways to defer taxes during the growth stage of the annuity and provide
fixed benefits for your lifetime.
Variable Annuities
Variable Annuities are highly adaptable because they offer sub-accounts with
various mutual funds to select from - it’s easy to change investment
direction at little or no cost to the investor. Variable Annuities also
offer:
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Income for life |
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Asset protection |
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Tax deferral of investment gains, similar to an
IRA |
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For today and tomorrow, you can trust Peoples Bank to help you make the best
financial decisions. We invite you to call us at (219) 853-7080 to set up an
appointment or contact us online for additional information.
Wealth Management Specialists
Email Notice: Email is not a
secure transmission route. Thus we
ask, for your protection, that you not send sensitive information like
account numbers, Credit Card numbers or any type of password via email to
Peoples Bank or anyone else. Please use a telephone call or use our secure
Feedback Form when submitting this information.
Some investment products offered by the Wealth Management Group may go
down in value and are not insured by any federal government agency nor are
they guaranteed by the Bank. Some products are not deposit products nor FDIC
insured products. See an investment advisor for specific details regarding
your accounts.
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