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:
HAVE A QUESTION ABOUT OUR INSURANCE SERVICES?
Send us a message below and one of our insurance specialists will follow up with you!
Recent Blog Posts
Benefits of Contributing to a Maryland 529 plan
October 18, 2019Savings for a child’s college education just got a little easier with a Maryland 529 plan. Thanks to a new government program, it’s now possible ...
Read MoreLong-term Care Insurance: Why You Should Consider It As You Age
September 9, 2019As baby boomers plan for retirement, there is a growing need for long-term care. At the same time, costs for nursing home care, assisted living ...
Read MoreSteps to Take When a Spouse Passes Away
July 22, 2019Knowing what to do when a spouse passes away can make a difficult situation a little easier to navigate. Unfortunately, we have seen too many ...
Read More
