INSURANCE SERVICES
Businesses and individuals know they must find the right balance of insurance coverage. Valuable capital is often lost if insurance coverage is inappropriate or excessive.
At Glass Jacobson, we use our broad expertise in wealth management and business planning to look at insurance needs in the context of your finances.
We 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. We help individuals determine their insurance needs for life, disability and long-term care insurance. Choosing the appropriate insurance helps bring you peace of mind.
Insurance planning services:
DO YOU NEED HELP DETERMINING YOUR INSURANCE NEEDS?
Send us a message below and one of our insurance specialists will follow up with you!
Recent Blog Posts
Life Insurance May Offer More than a Death Benefit
July 13, 2020Most people are aware that life insurance offers a death benefit. After all, that’s why they take out the policy. But did you know that ...
Read MoreGlass Jacobson Named Top 150 CPA Firm by Accounting Today
June 29, 2020We are pleased to announce that Accounting Today has once again named Glass Jacobson in its 2020 list of top CPA Firms in the $100 ...
Read MoreWhen Can We Expect Economic Normalcy?
May 30, 2020As we enter May and the promise of summer, we are reminded that the current crisis will have a lasting impact on society and our ...
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