Protecting your wealth …
Businesses and individuals know they must find the right balance between incomplete insurance coverage that can leave them exposed and inappropriate or excessive coverage that siphons away valuable capital. Glass Jacobson brings its knowledge and experience with the insurance markets to bear for you, providing assessments of your current coverage, help in identifying your goals and clear analysis of your options. We use our broad expertise in wealth management and business planning to look at your insurance needs in the context of a complete financial portrait, making it possible to determine the correct amount and emphasis of your protection. We can help business owners implement programs to protect their company from the death or disability of a partner or key personnel, or to pass it along to beneficiaries while minimizing the impact of income and estate taxes. And we can help individuals identify how to correlate their assets with their needs for life, disability, and long-term care insurance. As your wealth management partner, we regularly revisit your insurance strategy to make sure that it keeps pace with changes in your business and/or personal life.
We offer advice and services for a broad array of insurance issues, including:
- Life insurance to fund future estate taxes
- Key man insurance to protect the profitability of your business
- Life and disability insurance to fund or protect the buyout of a business partner
- Traditional life and disability insurance to protect your family’s financial well-being
- Long term care insurance to protect your health and your wealth
For the insurance that’s right for your circumstances, contact us.
A bridge to financial security.
|
