Business Insurance

Osaic Institutions, Inc., located at Watertown Savings Bank

For many business owners, the viability of their business depends on a select few individuals. They may be the owners of the business, or they may be employees with critical technical ability, unique client and sales skills, or a specialized practice. If such a person were to die, the business might suffer disruptions in management, delayed product launches, loss of earnings and customers, and credit issues.

Following an unexpected death, a Key Person Protection Program offers a death benefit to help keep the business afloat. This is particularly important for businesses with strong entrepreneurial owners, skilled professionals, or specialty products or services.

Additionally, we offer you general business planning services that can help you protect your business and secure your future. From knowing the value of your business to having a Buy-Sell Agreement. The economy, changes in tax law, and changes in owners/employees can each impact the financial wellbeing of your business, so it is important to be aware of best practices to protect it.

Osaic Institutions, Inc., located at Watertown Savings Bank

Watertown Savings Bank offers access to investment services through Osaic Institutions. Osaic Institutions is one of the largest provider of investment and insurance products and services for community banks. Created over 20 years ago by community banks, Osaic Institutions, previously known as Infinex Investments Group, works primarily with community banks and specializes in stocks, bonds, mutual funds, and insurance service for bank customers.

Through Osaic Institutions, individuals and families receive an unbiased and objective resource to modify or design a financial portfolio, setup a retirement plan or identity insurance needs.

The Osaic Institutions office is located at the Watertown Savings Bank headquarters: 60 Main Street, Watertown, MA.

Investment and insurance products and services are offered through Osaic Institutions, Inc. Member FINRA /SIPC
Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of, nor guaranteed or insured by, any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value including loss of principal.

Testimonials about Watertown Savings Bank

Lisa Marie K., The Diner at 11 No. Beacon

WSB Deposit and Mortgage Customer since 2010

We were nervous about buying a house; it's such a huge purchase. But we had such a smooth and easy experience at Watertown Savings Bank. We sat down with the Vice President and just had a conversation. They made us feel so comfortable with the process. Now, I have the most beautiful home I could have ever hoped for! And I thank Watertown Savings Bank for that.

Executive Discusses his professional growth at WSB

Randy Buck, SVP HR, IT and Compliance

WSB Executive for over 30 years

I started out at WSB as a part-time teller. I quickly learned what a supportive environment it was. The Bank invested in my Master's education, sent me to the New England School of Financial Studies, and supported my growth to the current position I'm in. Applying for that first position was the best decision I could have made. For those looking at opportunities at Watertown Savings Bank I'd say, give it a shot.

Business Insurance

Osaic Institutions, Inc., located at Watertown Savings Bank

Osaic Institutions, Inc., located at Watertown Savings Bank

Related Services

Testimonials about Watertown Savings Bank

Have a Question ?

You're about to leave the Watertown Savings Bank website.