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You > Financial Planning Strategies

Wealth Transfer

Why Life Insurance?

  • Do you have money you don’t need set aside for loved ones?
  • Would you like that money to be transferred to those you care about income tax-free?
  • Do you continually renew "in-trust-for" CDs because you do not need the money for income?

If you answered ‘yes’ to any of these questions, a single payment whole life insurance policy, might be right for you.

 

Contact Us

If you would like additional information, please use the contact us form or if you would like to speak with a Personal Banker, please call 585.394.4260 ext. 40133.   

CNB Insurance Agency is a wholly owned subsidiary of The Canandaigua National Bank and Trust Company. Products offered through CNB Insurance Agency are not deposits or obligations of, or guaranteed, or endorsed by, The Canandaigua National Bank and Trust Company. These products are not federally insured by the Federal Deposit Insurance Corporation or the Federal Reserve Board. Insurance Companies offering products through CNB Insurance Agency are independent of and not affiliated with The Canandaigua National Bank and Trust Company or CNB Insurance Agency.

CNB Insurance Agency is a wholly owned subsidiary of The Canandaigua National Bank and Trust Company. Products offered through CNB Insurance Agency are not deposits or obligations of, or guaranteed, or endorsed by, The Canandaigua National Bank and Trust Company. These products are not federally insured by the Federal Deposit Insurance Corporation or the Federal Reserve Board. Insurance Companies offering products through CNB Insurance Agency are independent of and not affiliated with The Canandaigua National Bank and Trust Company or CNB Insurance Agency.