Insurance

When insurance companies make a promise in the form of a policy their clients trust they will be around if they ever need them.  When insurance companies are looking for a firm who they can trust who can represent their investments in Bonds and CDs, they turn to MuniVest.

MuniVest is a proven resource in providing ONE-STOP SHOPPING for Bonds and CDs.  After all that is all they do…and we do it well.

We always like to start at the beginning with our clients.  The development of a sound investment program begins with a study of timely and accurate information from within the company and in the financial marketplace.  Munivest will assist in the creation of the study and make intelligent recommendations based on the investment philosophy and available investment options.

We have access to a broad range of allowable investments because we are an independent representative of what is available in the investment marketplace.  We don’t have allegiance to one bank or investment firm, so our investment options are broader.

MuniVest understands the challenges insurance companies face in filing their Annual and Interim financial statements and makes it easy for its insurance clients to have their portfolio information available on a secure online portal for access on demand. 

Let MuniVest show you safety and security.
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Securities offered through Brookstone Securities, Inc. Member FINRA / SIPC 863-687-3679

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