Protecting your Assets, Income & Life


Assisting clients achieve Financial Balance & Organization. We help protect your Assets, your Income & your Life.

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.

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. Michael Jacobson is 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.

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