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:
Income protection planning
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
DO YOU NEED HELP DETERMINING YOUR INSURANCE NEEDS?
Send us a message below and one of our insurance specialists will follow up with you!