INSURANCE SERVICES

You worked hard to build your wealth. Protect your assets with insurance
solutions designed to support your financial goals.
Schedule A Consultation

INSURANCE SERVICES

You worked hard to build your wealth. Protect your assets with insurance
solutions designed to support your financial goals.
Schedule A Consultation
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Implementing a risk management strategy to protect your assets is an integral part of any comprehensive plan. Our advisors partner with you to identify appropriate coverage amounts to support your goals. At Glass Jacobson, our loyalty is to our clients and not to an insurance company.
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Implementing a risk management strategy to protect your assets is an integral part of any comprehensive plan. Our advisors partner with you to identify appropriate coverage amounts to support your goals. At Glass Jacobson, our loyalty is to our clients and not to an insurance company.

Protect Your Assets, Empower Your Future


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Coverage for Individuals

In addition to creating a legacy, individual policies can provide structured income through retirement, mitigate risk, and safeguard your family with an emphasis on tax efficiency. Our advisors provide solutions including:
Life insurance
Disability insurance
Long-term care insurance
Income protection planning
Tax advantaged estate planning
Tax advantaged savings strategies

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Coverage for Business Owners

Business owners face unique challenges when it comes to risk management. Our team of advisors can help protect the business you worked hard to build through a variety of insurance solutions including:
Key person life and disability insurance
Business succession planning
Non-qualified deferred compensation
Audit existing insurance coverage

IS YOUR COVERAGE SUPPORTING YOUR
FINANCIAL GOALS?

Schedule A Consultation

Let's Talk


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advisors will follow up with you!

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