Insured Solutions: Protection for the Unexpected

A sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks, helping to protect you when the unexpected occurs.

WEALTH MANAGEMENT

PROTECTION FOR THE UNEXPECTED

At Morgan Stanley, our clients can expect their Financial Advisor to make insurance and annuities a part of their overall wealth plan. Having a sound plan incorporating investments, as well as insured solutions, can help clients get closer to achieving their retirement and legacy planning goals.

There’s a reason why they say with great risk comes great reward. Because taking the right chances in life can sometimes pay off. At Morgan Stanley we know that a sound wealth plan requires more than just seeking returns. It also involves mitigating and managing risks, helping to protect you when the unexpected occurs. That’s why we offer a robust suite of Insured Solutions that can aid in safeguarding your assets and liabilities. Insurance, as part of your overall wealth plan, can help you get closer to achieving your retirement and legacy planning goals. Life, long-term care, disability and property and casualty insurance each play a unique role in protecting against life’s hidden curves. Annuities may also have a place in your overall wealth plan as a source of tax-deferred growth and protected lifetime income. Your Morgan Stanley Financial Advisor is well-positioned to help you address your financial needs from managing uncertainty, preserving assets, and helping to grow and transfer wealth to the next generation. And we’re proud to offer products with differentiated features and pricing, designed by some of the industry’s most highly-rated insurance companies. These are offered by the intellectual capital and deep resources of Morgan Stanley. In life, financial security can bring peace of mind. But a sound plan requires more than just luck, it takes goals-based advice that combines both investments and protection solutions. Talk to your Morgan Stanley Financial Advisor today about how insured solutions can help safeguard your family and your legacy no matter what life may bring."

Financial Advisor or Private Wealth Advisor

Your Morgan Stanley Financial Advisor or Private Wealth Advisor can help answer your questions about insurance and annuities, offered by third-party insurance carrier partners, and provide guidance on developing an approach to help you achieve your goals. 

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Start Your Financial Journey with Us

You have meaningful goals. We can help you achieve them. No matter what you want to accomplish, our focus starts and ends with you. Explore how your Morgan Stanley team can help with setting and prioritizing your financial goals.