Risk Management

The industry standard in estate protection

Access a complete spectrum of relevant insurance options

BB&T Wealth partners with your insurance strategist to assist in mitigating your risk and protecting your assets.

Life insurance

Whether you need financial protection for your family or your business, we provide you with a plan for the future with insurance services such as:

  • Term life
  • Permanent life
  • Long-term care
  • Disability

Personal property insurance

Our Family Risk Managers customize a program for your unique needs including:

  • Primary and secondary homes
  • Condominiums
  • Jewelry and collectibles
  • Flood
  • Personal excess and umbrella
  • Not-for-profit directors and officers liability

Auto and recreational vehicle insurance

The right coverage is available for all of your cars and specialized vehicles, whether for everyday use, planned outings or part of your collection:

  • Automobile
  • Recreational vehicle
  • Motorcycle and ATV
  • Watercraft and yacht

Health and accident insurance

We have flexible insurance protection to cover your medical costs wherever life takes you, with plans for:

  • Major medical (limited outside of open enrollment)
  • Short-term medical
  • Dental/Vision
  • Medicare supplement
  • Medicare advantage
  • Medicare part D (prescription coverage)
  • Travel

Business insurance

Our business insurance is designed to protect your bottom line with coverage for:

  • Commercial property
  • Liability—commercial and management
  • Small business
  • Business transportation and automobile
  • Bonding and surety services
  • Employee benefits
  • Workers' compensation
  • Business succession planning
  • International
  • Alternative risk transfer

Risk management


A well-appointed lifestyle requires the best protection:

  • High net worth services
  • Personal excess and umbrella insurance
  • Not-for-profit directors and officers liability insurance


Mitigate your business risks step by step with:

  • Client-focused solutions
  • Analytic solutions
  • Risk control solutions
  • Claim consulting solutions
  • Client education

Have you recently experienced a life-changing event?

Life moves fast. Base the decisions you make on one of the cornerstones of solid financial planning.

Policy reviews

We offer existing policy reviews to determine whether your current insurance fits your financial profile and recommend you update your coverage at least once every 5 years to reflect these life changes:

  • Birth or adoption
  • Business ownership
  • Charitable giving
  • Death in the family
  • Home purchase
  • Job change
  • Marital status

Significant events like these can make it difficult to know if you and your loved ones are adequately protected. Contact a BB&T Wealth advisor today to set up your policy review.

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BB&T Perspectives  (Article)

BB&T Perspectives shares financial, leadership and lifestyle perspectives with the hopes of enhancing our clients' lives. Learn more about the financial planning topics our Wealth experts are discussing.

Integrated services

Your BB&T Wealth advisor will help you create a comprehensive, strategic plan to integrate and coordinate your banking, credit, investments, risk management, and trust and estate planning services.

Comprehensive Financial Planning

Simplify your complex financial life with a BB&T Wealth advisor who can help you see the big picture.

Retirement Planning

Your advisor will work with you to assess your financial situation and create a strategic plan that promotes your future well-being.

Trust and Estate Planning

Understand your options for building and protecting your legacy with estate planning, charitable gifting and trust services.

McGriff Insurance Services, Inc. CA License #0C64544. 


Only deposit products are FDIC insured.

Traditional banking services are provided by Truist Bank, Member FDIC.

McGriff Insurance Services, Inc., and McGriff Seibels & Williams, Inc., are subsidiaries of Truist Insurance Holdings, Inc.

Traditional banking services are provided by Truist Bank, Member FDIC.

New York City residents: Translation or other language access services may be available. When calling our office regarding collection activity, if you speak a language other than English and need verbal translation services, be sure to inform the representative. A description and translation of commonly-used debt collection terms is available in multiple languages at www.nyc.gov/dca.

Branch Banking and Trust Company is now Truist Bank. Learn more.

BB&T and SunTrust have merged to become Truist. Both institutions will continue to offer independent product lines for a period of time. This may include differing underwriting guidelines, product features, terms, fees and pricing. Our friendly teammates at your local SunTrust branches will be happy to walk you through their respective products. You can also learn more by contacting them at 800-SUNTRUST or SunTrust.com.

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