UnionBanc Insurance Services

Protect what you value most
Meet with a Financial Advisor

We deliver customized strategies based on your current stage of life, long-term objectives, and unique financial situation.

Part of a comprehensive financial plan

Insurance can not only provide support in the event of death or disability, but can also strengthen your overall financial plan.
Did you know
35%
of households would feel the impact within 1 month if the primary wage earner were to pass.  How well are you prepared?

Our offerings

Life                      insurance

Life insurance can work beyond its traditional uses. Strengthen your estate plan, support your family’s lifestyle, and help to secure your loved one’s financial stability.

Long-term care insurance

Long-term care insurance can help reduce the financial burden if you require assistance. Help loved ones cover daily expenses, avoid excess financial drain, and maintain independence.

Policy                      reviews

Life changes can impact your insurance needs dramatically. That’s why it’s important to review your policies periodically. We offer complimentary policy reviews to ensure that your coverage meets your current needs.

Please refer to our Terms & Disclosures

Brokerage and investment advisory services offered by UnionBanc Investment Services LLC, an SEC-registered broker-dealer, investment adviser, member FINRA / SIPC, and subsidiary of MUFG Union Bank, N.A. Insurance services offered by UnionBanc Insurance Services, a division of MUFG Union Bank, N.A., having a California domicile and principal place of business at 1201 Camino Del Mar, Suite 208, Del Mar, CA 92014. California State Insurance License No. 0817733. Non-deposit investment and insurance products: Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested • Insurance and annuities are products of the insurance carriers.