Texas Capital Bank's insurance practice is headed by Mr. Steve Hull, a 25 year
veteran of financial services for businesses. At the request of our clients, he
brought together a group of best-in-class insurance providers to offer a
comprehensive offering including:
Retirement Services
401(k) - Principal Financial 412(i) - John Hancock
In a partnership with Principal Financial, Texas Capital Bank Wealth Management
Services, Inc. offers 401(k) Defined Contribution Plans for businesses. Also
available are 412(i) Defined Benefit Plans through John Hancock. 412(i) plans
are designed for small, highly profitable businesses and are funded with
annuities and life insurance rather than securities.
Property and Casualty
Unimark, Gallagher
Our strategic partners, Arthur Gallagher & Co., globally, and Unimark
Insurance, locally, offer decades of experience handling the complex issues of
risk management. We offer a complimentary review of existing programs, analysis
of present coverage and a full array of reinsurers ready to provide the quality
your company deserves.
Advanced Planning
The Nautilus Group of New York Life
Through our affiliation with The Nautilus Group/New York Life, we are able
to provide a wide array of services to business owners and other individuals
with estate tax issues. The Nautilus Group provides our clients with a detailed
analysis of their current situation and gives recommendations on how to reach
their objectives. The areas of focus for The Nautilus Group are as follows:
Group Health, Dental, Life and Disability
Aetna, Blue Cross Blue Shield, Cigna, Jefferson Pilot, Pacific Life, Humana,
United Healthcare
We are able to provide competitive rates for group health, dental, and
disability insurance with an assortment of highly rated insurance carriers. Our
services include a complimentary analysis of current benefit plans,
recommendations for improvement and full implementation of the plans including
plan design, employee education, enrollment and service throughout the plan
year.
Individual Coverage
New York Life, Amerus Life, John Hancock
Corporate / Bank Owned Life Insurance (COLI/BOLI)
Clark Bardes
We market Corporate and Bank Owned Life Insurance in conjunction with Clarke
Consulting. These are very specialized lines of insurance coverage requiring
the expertise provided by the professionals at Clarke. In the right
circumstances, the wholesale insurance can provide significant balance sheet
value.
Homeowners Insurance
Fidelity National
Homeowner's insurance is offered to our mortgage loan customers through
Fidelity National Insurance, Inc. Fidelity provides turn key coverage for our
clients.
Annuities
New York Life, Alliaz, John Hancock, Fidelity & Guarantee, Jefferson Pilot,
AIG, ING-USG
Insurance and/or annuity products are not deposits and
are not insured by any Federal government agency.