General Info

Founded in 1994, Charles Schwab Insurance Services offers term-life insurance policies. The company provides services for individual investors and financial advisors. It maintains a portfolio of more than $1 billion assets. Charles Schwab Insurance Services also offers income, variable and fixed-deferred annuities to help clients meet their retirement goals. The company is a part of The Charles Schwab Corporation, which is one of the leading providers of financial services in the world. Incorporated in 1986, The Charles Schwab Corporation employs a staff of over 13,400 people. The company offers custodial, operational and trading services for nearly 5,700 independent investment advisors. In addition, it provides managed accounts and mutual funds. The Charles Schwab Corporation offers banking services.