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Tax time is a great time to contribute to your IRA. Schedule a complimentary 30-minute consulation to learn about benefits fo an IRA including rollovers, transfers, and consolidations.Click here to schedule a consultation.
BancWest Investment Services Financial Advisors will offer products and solutions to help you meet your retirement goals, including:

Life Insurance BancWest Investment Services can help you build a diversified portfolio with professionally managed mutual funds. You can choose from a variety of mutual funds based on your needs, comfort with risk, and investment goals.


Education.
Annuities can help to provide retirement income when you stop working and can offer payments to beneficiaries. A BancWest Investment Services Financial Advisor can help find an annuity that may be right for your retirement goals.


Retirement
Life insurance can help ensure the money is available when your family needs it most. The right type and amount of insurance lets you rest easy knowing that you, your spouse, your family, and your business are protected.


Investments, annuities and insurance products are offered through BancWest Investment Services, a registered broker/dealer, Member FINRA/SIPC. Financial Professionals are registered representatives of BancWest Investment Services. Fixed annuities/insurance products are offered through BancWest Insurance Agency in California (License # 0C52321) and through BancWest Insurance Agency in Utah.


Investors should carefully consider a mutual fund's or variable annuity's risks, charges, limitations, and expenses before investing. The fund prospectus, and variable annuity contract prospectus and underlying fund prospectuses, contain this and other information about the investment product and can be obtained from your Financial Professional. Please read the prospectus carefully before investing.


Annuities are long-term investments designed for retirement purposes. Early withdrawals may be subject to surrender charges. An investment in the securities underlying a variable annuity involves investment risk, including possible loss of principal. The contract, when redeemed, may be worth more or less than the original investment. Guarantees are backed by the claims-paying ability of the issuer.


Withdrawals from qualified retirement accounts, including annuities, are subject to ordinary income tax and, if taken prior to age 59½, may be subject to a 10% federal tax penalty.


BancWest Investment Services is a wholly owned subsidiary of Bank of the West. BancWest Corporation is the holding company for Bank of the West. BancWest Corporation is a wholly owned subsidiary of BNP Paribas.


Advisors do not provide tax or legal advice. Please consult your tax or legal advisor for more information regarding your personal situation.



Investments, Annuities and Insurance products are:


NOT FDIC INSURED

NOT BANK GUARANTEED

MAY LOSE VALUE

NOT A DEPOSIT

NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY