Insurance Services

Helping you plan for your future and that of your firm

Amegy Wealth Management is a collaborative team of insurance, investment and retirement plan specialists. Leveraging our extensive experience, we provide guidance to clients seeking traditional and advanced insurance solutions, including:

Executive Benefit Strategies

We recognize successful companies and executives have unique needs that include bridging the income gap at retirement, retaining key employees and developing successful business exit strategies. That's why Amegy’s Executive Benefits Strategies team partners with senior management of our clients' firms to address:

  • Buy-Sell Agreements 
  • Key Person Coverage 
  • Executive Bonus Plans                                          
  • Deferred Compensation
  • Business Succession / Exit Strategies
  • Risk Management / Asset Protection 

Insurance Products

  • Fixed and Deferred Annuities
  • Term
  • Whole Life
  • Universal Life
  • Indexed Universal Life

Corporate Employee Benefits (no minimum)

Amegy uses specialty partners to deliver the highest quality insurance planning programs, including:

  • Medical Insurance
  • Dental
  • Vision
  • Group Life
  • Long-term Care
  • Disability

For more information, please contact:

Rob Jennings
Senior Vice President
Steve Worford
Vice President

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Insurance and annuity products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured ZB, N.A. deposits and are not FDIC insured. These products are not obligations of the ZB, N.A. and are not endorsed, recommended or guaranteed by ZB, N.A. or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.

ZB, N.A., Amegy Bank, and Amegy Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.

Neither Amegy Bank, a division of ZB, N.A., Amegy Wealth Management or LPL Financial or their employees provide tax or legal advice. Consult with your tax and/or legal advisors regarding your specific situation.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following state: Texas (unless licensed elsewhere).