Insurance Services

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 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
  • 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

DO YOU NEED HELP DETERMINING YOUR INSURANCE NEEDS?

Send us a message below and one of our insurance specialists will follow up with you!