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Research the background of the financial advisor


Insurance offers a way of having financial peace of mind against the uncertainties and risk in life.

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Life Insurance

Life insurance can be the ultimate gift you give your family to help those you care about maintain their quality of life. Also, some types of insurance policies can help you build cash value for future goals, such as retirement or college education.

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Long Term Care Insurance

This type of insurance generally covers home care, assisted living, adult daycare, respite care, hospice care, and nursing home care. It can even pay for a visiting or live-in caregiver, therapist or private nurse up to seven days a week, 24 hours a day depending on the policy benefits.

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Craftsman using a sander on wood.

Disability Income Insurance

Being able to replace your income if you become injured or disabled is often overlooked, but essential insurance protection to have. Many times the disability insurance offered by your employer may not be enough to completely replace your income.

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Request a Quote

Request a No-Obligation Quote.

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Meet Our LPL Financial Advisor

Our LPL Financial Advisor, Dee Jacobs, holds a holds a life insurance license as well as series 7, 63, and 66 registrations with LPL Financial. To assist you with planning your financial strategy, CCB Financial Services, Inc. has aligned with LPL Financial, Member FINRA/SIPC. Through this alignment, you have access to a full range of investment options, including investment needs analysis, mutual funds, bonds, stocks, annuities, life insurance and more.

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Investment and Insurance Disclaimer

  1. Personal
    1. Checking
      1. Ultimate Checking
      2. Relationship Checking
      3. EZ Checking
      4. Community Hero Checking
      5. Community Hero Ultimate Checking
    2. Savings
      1. Regular Savings Account
      2. Koala Club Savings
      3. Money Market Account
      4. Certificates of Deposit (CD)
      5. Individual Retirement Account (IRA)
      6. CDARs
    3. Loans
      1. Auto & Recreational Vehicle Loans
      2. Personal Credit Line
      3. Overdraft Protection Loan
      4. Home Loans
      5. Home Equity Loans
      6. Home Improvement Loans
    4. Fee Schedule
    5. Additional Services
    6. Personal Financial Insights
  2. Business
    1. Checking
      1. Small Business Checking
      2. Community Checking
      3. Business Checking
    2. Loans and Credit
      1. Commercial Real Estate Loans
      2. Term Business Loans
      3. Revolving Lines of Credit
      4. Agricultural Loans
      5. Working Capital Loans
      6. Meet Our Lenders
    3. Additional Services
    4. Business Financial Insights
  3. Digital Banking
    1. Personal Services
      1. Online Banking
      2. Online Bill Pay
      3. Mobile Banking
      4. Mobile Deposit
      5. e-Statement
    2. Business Services
      1. Online Banking
      2. Online Bill Pay
      3. Business Mobile Banking
      4. Business Mobile Deposit
      5. Remote Deposit Capture
      6. ACH Manager
      7. Merchant Services
    3. Card Services
      1. Debit Cards
      2. Credit Cards
  4. Home Loans
    1. Types of Home Loans
      1. Conventional Fixed Rate Loans
      2. Rural Housing Loans
      3. Adjustable Rate Loans
      4. VA Loans
      5. FHA Loans
      6. In-House Program
      7. Home Improvement Loans
      8. Home Equity Loans
      9. Jumbo Loans
    2. Find a Loan Officer
    3. Tools & Resources
      1. Home Loan Insights
      2. Home Loan Calculators
      3. Glossary & FAQs
      4. NMLS Registry
  5. Investments
    1. Access Your Account
    2. Traditional IRAs
    3. Roth IRAs
    4. Business Retirement Plans
    5. Mutual Funds
    6. Education Savings
    7. Annuities
    8. Meet Our Financial Advisor
    9. News & Media
    10. Advisory Accounts
    11. Bonds
  6. Insurance
    1. Life Insurance
    2. Long Term Care Insurance
    3. Disability Income Insurance
    4. Request a Quote
    5. Meet Our Financial Advisor
  7. Education Center
    1. Personal Financial Insights
    2. Business Financial Insights
    3. Home Loan Insights
    4. Product Demos
    5. Financial Calculators
  8. Customer Care
    1. Our Story & History
    2. Locations & Hours
    3. Bank Holidays
    4. Contact Us
    5. Reorder Checks
    6. Report a Lost or Stolen Card
    7. Change of Address
    8. Community Involvement
    9. Career Opportunities
    10. Privacy and Web Policies
    11. Report Fraud
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