Facing the Future
HSBC’s The Power of Protection is an independent consumer research study into global protection needs and trends
1. Identify your priorities
of people say their family’s health and wellbeing is the most important thing to them for the future.
2. Assess your finances
of people supporting someone financially feel they themselves are just about managing or not managing at all well.
3. Plan for the whole family
of people supporting someone financially say their family would not manage well if they had to significantly reduce their support to them.
4. Talk about the future
of people who are supporting someone yet managing well financially have had a conversation about their long-term financial security should something happen to them.
Reproduced with permission from The Power of Protection, Facing the future, published in 2017 by HSBC Holdings plc.
1 Financial professional refers to Financial Consultants (FCs), Investment Counselors (ICs), and High Net Worth Relationship Managers (HNWRMs). FCs, ICs, and HNWRMs focus on a full suite of High Net Worth, Jade, Premier and Advance products and services. Both offer bank products through HSBC Bank (USA) N.A., investments and certain insurance products, including annuities, are offered through HSBC Securities (USA) Inc. and traditional insurance products are offered through HSBC Insurance Agency (USA) Inc.
Investment, annuities, and variable life insurance products are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life, and other types of insurance are offered by HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.
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||MAY LOSE VALUE
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