SWBC
SWBC offers a comprehensive range of insurance products, wealth management services, home financing, commercial property tax services, employee benefits, and more, catering to both individual and business needs.
Insurance Products Offered by SWBC
SWBC offers a comprehensive range of insurance products designed to meet various needs. These products include event insurance, life insurance, pet insurance, property insurance, and vehicle insurance. They provide coverage for both individuals and businesses, ensuring protection against unforeseen events. The company also offers specialized insurance products for real estate investors and commercial real estate development.
Wealth Management Services at SWBC
SWBC provides a variety of wealth management services tailored to help clients plan and manage their financial futures. These services include college planning, estate planning, investment portfolio review, portfolio management services, and retirement planning. Their wealth management solutions are designed to cater to the diverse needs of clients, ensuring strategic financial growth and stability.
SWBC Commercial Insurance Solutions
SWBC offers a suite of commercial insurance products aimed at protecting businesses from various risks. These include commercial auto insurance, commercial flood/excess flood insurance, commercial umbrella liability insurance, cyber liability insurance, general liability insurance, professional liability insurance, and workers' compensation. These products are designed to provide comprehensive coverage and mitigate potential business risks.
SWBC Home and Mortgage Services
SWBC provides an array of home financing options through their mortgage services. They offer home loans and mortgage lending services, including lender-placed insurance programs, REO asset protection programs, and flood products. These services are designed to help individuals and families secure home financing and protect their real estate investments.
PEO and Employee Development Services at SWBC
SWBC offers Professional Employer Organization (PEO) services that include employee benefits, payroll services, outsourced HR services, and workers' compensation. They also provide training and employee development through swbcU, offering courses in business skills, HR and regulatory compliance, information technology, workplace safety, customer service, health and wellness, leadership and management, sales, technical training, and credit union-specific courses.