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Manage a Life Event

It’s fairly easy to anticipate many of life’s important events. Others may come with little or no warning.

Whether you plan to travel the world or need to care for loved ones, BB&T Investment Services, Inc. has experienced Investment Counselors to help you better prepare for whatever comes your way.

Planned Life Events

A BB&T Investment Services, Inc. Investment Counselor can help you choose the right Investment options to ensure that you and your family are financially prepared for life’s milestones.

  • Child birth/adoption
  • College expenses
  • Marriage
  • New home
  • New business
  • New job
  • Retirement
  • Travel

Unplanned Life Events

There’s real emotional power in having an adequate emergency fund for unexpected expenses (car repairs, medical and dental bills) or a job loss.

Most financial advisors recommend the following:

  • Have at least enough in savings to cover three months of rent and living expenses.
  • If at all possible, set aside at least one-fourth of your income each year for emergencies, big purchases (like homes or cars) and retirement.

    Emergency Savings

  • Determine how much life, disability and long-term care insurance you might need.
  • Life, Disability and Long-term Care Insurance

If you are a home owner, consider the benefits of a home line of credit (HELOC).

A BB&T Investment Services, Inc. Investment Counselor can help you make financial preparations for unplanned life events.

  • Extended illness or disability
  • Job loss
  • Divorce
  • Remarriage
  • Death of a family member

Get Assistance

By Phone

To arrange a meeting, call 800-642-8545.

By Email

Send us a message.

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