Insurance Services

Helping you plan for your future and that of your firm



Chasefield United Bank Wealth Management is a collaborative team of insurance, investment and retirement plan specialists. Leveraging our extensive experience, we provide guidance to clients seeking traditional and advanced insurance solutions, including:


Executive Benefit Strategies

We recognize successful companies and executives have unique needs that include bridging the income gap at retirement, retaining key employees and developing successful business exit strategies. That's why Chasefield United Bank’s Executive Benefits Strategies team partners with senior management of our clients' firms to address:


Insurance Products


Corporate Employee Benefits (no minimum)


Chasefield United Bank uses specialty partners to deliver the highest quality insurance planning programs, including: