Business Planning

Solutions that Future-Proof Your Business

The world of business has it's fair share of uncertainties. That's where business planning steps in as a reliable financial shield for your organization and its employees. Whether you're looking for comprehensive business insurance to protect your assets, considering employer-qualified retirement plans to secure your team's financial well-being, or exploring succession planning to preserve your company's legacy, we're here to guide you through every step.

Manage Risks

Business Insurance

Our partnership with Bankers Insurance allows us to provide you with free, no-obligation insurance quotes.

With coverage ranging from property and liability to workers' compensation and employee benefits, we're here to ensure you're prepared for any unexpected challenges that may arise, allowing you to focus on the continued growth and success of your business.

Insurance Agent And Young Couple Using Laptop

Business Benefits

Qualified Retirement Plans

Our range of business retirement plans caters to all types of businesses. Whether you're a small business looking to provide your employees with a secure financial future or a larger corporation seeking to enhance your benefits package, First Bank and Trust Company has the expertise to tailor a qualified retirement plan to your specific needs. Our experienced advisors will work closely with you to navigate the complexities of retirement planning.

Prepare for Transition

Business Succession Planning

Build a solid foundation for the next chapter of your business journey. Business succession planning is the key to ensuring a seamless transition of leadership and preserving your company's legacy. At First Bank and Trust Company, we provide succession strategies designed to help you navigate this complex process, mitigate risks, and secure the future success of your business.

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Business Solutions

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Business Banking

First Trust and Wealth Management is a division of First Bank and Trust Company, providing comprehensive asset management, wealth banking services, and trust and estate planning. It's important to remember that past performance is not a guarantee of future returns.

Investment Products: • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Insurance Products: • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

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/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

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