Union Bank of California - Financial Services for Executives

Financial Services for Executives

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You are building your business successfully and know that sound financial management is key to that success. Approach your personal finances and investments with the same philosophy -- take advantage of Union Bank's financial planning expertise and wide range of services for your personal financial and investment management needs.

Wealth Management
We provide a broad range of services to help grow and protect your assets. Our Relationship Managers take the time to understand your needs and provide customized solutions.

Solution	Features and Benefits
Banking services	Your Relationship Manager will help make sure you have the right services: Checking Savings Mortgages
Investments and brokerage services	Explore the many long- and short-term investment choices and opportunities available through our brokerage subsidiary, UnionBanc Investment Services
Retirement planning	Create a retirement plan that suits your long-range financial objectives
Insurance	Review the range of insurance choices available through our insurance affiliates: Life Long-term care Vehicle Homeowners
Trusts and investment management	Learn about our full-service resources that can help you successfully manage your investment portfolio
Loans	Find solutions to your personal financing needs, including: Vehicle loans Real estate loans Home equity loans and lines of credit

Rely on the financial planning expertise of Union Bank's Relationship Managers to help you grow and protect your assets. Call your Relationship Manager to learn more.

Investments available through UnionBanc Investment Services LLC, a registered broker-dealer, investment advisor, member FINRA/SIPC, and subsidiary of Union Bank of California, N.A.:

Are NOT insured by the FDIC or by any other federal government agency

- Are NOT Bank deposits
- Are NOT guaranteed by the Bank or any Bank Affiliate
- MAY lose value

Insurance products offered through UBOC Insurance Services (CA Insurance License #0817733), a division and dba of Union Bank of California, N.A., and its subsidiary UnionBanc Insurance Services, Inc. (CA Insurance License #0619252) dba Armstrong/Robitaille Business and Insurance Services, Knight Insurance Agency, John Burnham Insurance Services, John Burnham & Company, Tanner Insurance Brokers, and RSD Insurance Brokers all having a California domicile and principal place of business at 17800 Castleton Street, Suite 538, City of Industry, CA 91748. Insurance Products Are Not Bank Deposits • Are Not FDIC Insured • Are Not Guaranteed By Bank Or Any Affiliate • May Lose Value • Are Not Insured By Any Federal Government Agency • Are Products of the Insurance Carrier.

Manage Personal Wealth

Grow personal assets strategically; choose an investment approach and work toward your goals

Related Information
-	Banking Services
-	Higher Balance Account Options
-	Non-qualified Plans