Risk Management & Insurance
Insurance solutions to help protect what matters most.
No one wants to think about the unexpected, but smart financial risk management can help you be prepared to protect your loved ones if it does. Our financial risk management advisors will take the time to understand what’s important to you, and help you identify and manage your financial risks.
Life insurance can be your best protection against the unexpected, as well as a smart resource for the future. It can:
Pay off debt at the time of death, including mortgage, credit cards and loans
Provide a tax-free death benefit to your beneficiaries
Provide income for your family for the future
Provide money for college tuition
Protect a business from collapse when part of a buy sell arrangement
Pay off estate taxes
Create a tax-favored plan for retirement or other needs
Associated Investment Services offers the following insurance solutions to help you plan for the unexpected, including:
Term life insurance
Whole life insurance
Long-term care insurance
Wealth transfer strategies
Insurance for estate planning
Convenient Access
Associated Bank Locations
An Advisor can meet with you at any Associated Bank location throughout our footprint, in more than 100 communities in Illinois, Minnesota and Wisconsin or are available to meet via video or teleconference at your convenience.
AIS Guidance Call Center
Our call center allows you to access an Advisor quickly when needed. Advisors are available Monday through Friday, 8 a.m. to 5 p.m. CT at 800-595-7722.
Online Access
Wealthscape Investor℠ allows you to manage your brokerage accounts from anywhere - place trades, access account and market data, view transaction history, manage statement preferences and more.*
Speak with a financial advisor today.
Wherever you see yourself in the future, we’ll be here.
AIS Guidance Center
800-595-7722
Monday through Friday, 8 a.m. to 5 p.m. CT
Frequently Asked Questions
What is financial risk management?
The world is filled with uncertainty. When the unexpected happens, it’s important to be prepared. Life and long-term care insurance, combined with wealth transfer strategies, can help you protect your assets and most importantly, ensure your loved ones are cared for.
Why is financial risk management important?
You’d do anything for your family. With a proper financial risk management strategy, you can ensure they’re protected, and that the wealth and assets you’ve worked so hard to build are passed along as you’d like.
AIS Guidance Center
*Associated Bank does not charge a fee to download our digital applications; however, transactional fees may apply. Carrier message and data rates may apply, check your carrier’s plan for details. Visit AssociatedBank.com/disclosures for Terms and Conditions for your service. (1406)
Investment, Securities and Insurance Products:
NOT
FDIC INSUREDNOT BANK
GUARANTEEDMAY
LOSE VALUENOT INSURED BY ANY
FEDERAL AGENCYNOT A
DEPOSITSECURITIES AND ADVISORY SERVICES ARE OFFERED BY ASSOCIATED INVESTMENT SERVICES, INC. (AIS), member FINRA and SIPC. INSURANCE PRODUCTS are offered by licensed agents of AIS. Insurance products are the obligations of the issuing insurance companies. AIS is an affiliate of Associated Banc-Corp (AB-C). AB-C and its affiliates do not provide tax, legal or accounting advice. Please consult with your advisors regarding your individual situation. Associated Bank and Associated Bank Private Wealth are marketing names AB-C uses for products and services offered by its affiliates. (1006)