Insurance Services

Helping you plan for your future and that of your firm

Amegy Insurance Agency, Inc. 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
  • Reverse Split Dollar
  • Risk Management / Asset Protection 
  • Premium Financing 

Insurance Products

  • Term
  • Whole Life
  • 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

Investment products and services available at select Amegy Bank, a division of ZB, N.A. banking centers are offered through Amegy Investments, Inc., member FINRA/SIPC, a registered broker dealer, investment adviser, licensed insurance agency and an affiliate of Amegy Bank, a division of ZB, N.A. Certain other insurance products are offered through Amegy Insurance Agency, Inc., a licensed insurance agency and affiliate of Amegy Bank, a division of ZB, N.A.

Investment and insurance products offered are NOT insured by the FDIC or any other government agency, are NOT deposits or other obligations of, or guaranteed by Amegy Bank, a division of ZB, N.A., its affiliates, or any other bank, and MAY be subject to investment risks, including the possible loss of principal value or amount invested.