Insurance Services
Protecting your Assets, Income & Life
Assisting clients achieve Financial Balance & Organization. We help protect your Assets, your Income & your Life.
Our Services
Term & Permanent Life Insurance Planning
For Doctors, Executives, Business Owners, Professional Athletes & Entertainers. Representing all of the major insurance carriers.
Elder Care Planning
Elder 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 elder care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information.
Disability Insurance
To protect your income, your retirement contributions, and your business overhead expenses. We find the company that is right for you.
Annuity Planning
Annuities are designed to help you grow your retirement income. They’re long-term contracts from an insurance company where you invest your money. In return for your investment, you get income in the form of regular payments.
There are several types of annuity products available to choose from. Whether you’re looking for income options, legacy planning tools or spousal protection, we can tailor a plan to meet your specific goals.
