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M. Jacobson & Associates is a boutique Financial Consulting firm that offers a unique approach to the use of Life Insurance as an asset class.
Here's what we specialize in...
Term & Permanent Life Insurance plans for Doctors, Executives, Business Owners, Professional Athletes & Entertainers. Representing all of the major insurance carriers.
Disability Insurance to protect your income, your retirement contributions, and your business overhead expenses. We find the company that is right for you.
Design and implementation of high deductible Retirement Plans using a little known IRS approved plan. Let us show you how you might be able to reduce your taxable income by $200,000 and slash $100,000 in income taxes! If you have a business with fewer than 10 employees and are in need of a tax deduction please give us a call - we may be of assistance.
Long Term Care Planning. Long-term care is not about insurance; it is about solving problems that may arise if you or a family member becomes incapacitated. We are certified in long term care planning. CLTC stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC graduates have completed a rigorous multidisciplinary course that focuses on the profession of long-term care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.
Our Purpose
We exist to provide our clients with the best available products and services that match their wants and desires while protecting and growing their assets. Over the past 20 years our practice has been built by working directly with our clients and delivering great personal service. Since we are independent financial brokers we work for you to secure products from all of the major financial institutions. We invite you to put us to the test and earn your trust.
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