BOS Insurance Agency

Insurance is often overlooked as part of wealth management. But it has a crucial role in estate planning, risk management, tax planning, and asset protection. BOS Insurance Agency can help you get the coverage you or your business needs.


Focused & Full of Options

Personal Insurance

Insurance offers peace of mind when life throws you a curve ball. BOS Insurance Agency can provide coverage for you, your family and all of your assets.

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Commercial Insurance

BOS Insurance Agency has everything you need to insure your business.

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Group Insurance

Group Health Insurance is an added benefit that employers can offer.  Let BOS Insurance Agency guide you to choose the best option for your business and your employees.

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BOS Delivers Coordinated and Comprehensive Strategies

BOS Insurance Agency works hand-in-hand with our financial management experts to develop options that align best with your needs.

  • Estate Tax Risk: Estate taxes can be onerous if not planned for properly. Life insurance can generate immediate cash to a trust or beneficiaries free of income tax obligations.
  • Charitable giving: By designating a charity as a beneficiary, generous gifts can be directed at an economical cost.
  • Estate creation: Life insurance is a tremendous vehicle to generate an estate to protect your family’s lifestyle.
  • Asset protection against disability: Insurance can replace a percentage of personal income disrupted by disability or illness.


Insurance products are not insured by the Federal Deposit Insurance Corporation (FDIC) or any government agency. Insurance products are not deposits, obligations, or guaranteed by the bank or its affiliates. Insurance products may lose value. Insurance products are not a condition to any bank loan, product or service.
This website is for marketing purposes and is not designed as a substitute for full account disclosure of any product described in this website. Please contact BOS for more information.