INSURANCE SERVICES
Insurance Coverage
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.
Insurance planning services:
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Recent Blog Posts
Is the Past Week’s Market Volatility a Signal to Sell? [October, 2018]
October 19, 2018During last week’s stock market sell-off, we saw a 5%, two-day drop in the S&P 500 index. But is this cause for long-term investor concern? ...
Read MoreCompound Interest: The Proven Investment Strategy [VIDEO]
October 12, 2018This video on compound interest was taken from our course: "The Step-by-step Guide to Your 401k Plan." We hope it's helpful! *Return information sourced from ...
Read MoreHow To Protect Yourself from Becoming the Next Victim of a Ponzi Scheme
September 28, 2018Recent years have seen the emergence of financial fraud as a leading threat to investor confidence in the US financial system. These frauds are complex ...
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