Insurance Services

Protect Your Assets, Empower Your Future



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 a complete financial portrait.  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 correlate their assets with their needs for life, disability and long-term care insurance. Choosing the appropriate insurance guarantees that when circumstances demand it, the coverage is there.


planning services available:
  • Income protection planning
  • Disability insurance
  • Long-term care insurance
  • Business succession planning
  • Key person life and disability insurance
  • Non-qualified deferred compensation
  • Audits of existing insurance portfolios
  • Review of current planning objectives
  • Survey of current insurance market

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