Business Services

  • Insurance is valuable for employees and owners.
  • Owners get to retire, too.
  • You can begin planning now for retirement, selling your company, or the event of your death. 
Wells Fargo Advisors provides products and services, available through your Financial Advisor, that help you manage your assets and plan for the future. 


Customized products and services for business owners 


We are committed to helping you maximize the success and profitability of your business. Our specialized products and services can help give your business the cash flow and support it needs to thrive. 

Some of the services we offer and can assist with include: 

Employee benefit plans and packages


A competitive employee benefit package helps you attract and keep employees, regardless of the size of your company.  

Business owner life insurance


As a business owner, it’s important to consider both replacing the income your family depends on, and also providing funds to pay off business-related liabilities.  

Funding a buy-sell agreement


If your business has more than one owner, you need to understand the risks you may face if one of you dies unexpectedly. A buy-sell agreement sets up how ownership of the business may be transferred if one owner dies.

Key person life insurance


Proceeds from this type of business insurance can help offset the loss of sales your business would experience or expenses it may incur if a key person dies. 

Succession planning and business exit strategies


It can be helpful to start the succession planning and exit strategy process many years in advance. 

  • Selling a business: There are many options to consider in both the sale and how you will generate income after the sale.
  • Transferring the business to a family member. There are a variety of succession planning strategies you can use to transfer the business to a family member 

Next steps 


  • Make an appointment with us to talk about your business needs.
  • Talk with your family or partners about insurance or succession planning.
  • Check the beneficiary designations on your financial and investment accounts.


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. 

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, CT, FL, GA, IL, KS, KY, MA, MD, MI, MO, NC, ND, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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