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We filter through all the different companies that are available to help you find the most reasonable insurance that meets your personal or business needs. Feel free to give us a call today. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience resulting in the wisdom to offer advice that is best for you.
From Life Insurance to Retirement Planning, we’ve got you covered.
In these challenging economic times, preserving and growing your wealth is a daunting task. Investment fads, hidden fees, and rising taxes are relentless. Many investors end up taking too much risk for too little return, receiving mediocre service and conflicted “advice,” and paying too much in taxes, commissions, and fees. We solve these problems. It’s who we are. It’s what we do.
At JLI we offer an extensive portfolio of health, life and disability insurance products to meet the needs of employers and individuals. Our knowledgeable sales and service professionals will work with you every step of the way to make sure you understand your options, select a plan that’s right for you, and get the most out of your insurance benefits.
We assist clients with their individual insurance needs. Whether you are self-employed, work in an industry where health insurance is not provided, are in-between jobs or are just looking for a better deal, we can provide quotes from leading insurance companies and help you find the right products for you and your family.
Medicare doesn’t cover all your health care expenses, and the gap in coverage can leave you financially at risk in the event of a prolonged illness or hospital stay. Medicare supplements, Advantage plans, and Part D prescription drug plans can help fill those gaps. Our knowledgeable agents will help you understand your options and find a plan that will best fit your needs.
As you prepare for retirement, you might find yourself focusing on reaching a particular savings goal. Perhaps you set this goal years ago, when you first began saving for your future, or maybe you landed upon a target number more recently. In either case, your top priority is making sure that you can afford your standard of living in retirement, in addition to travel or any other hobbies that you might pursue
Risk is inherent in the world of finance. As you enter retirement, you will face a number of risks, such as inflation, taxes, longevity, and market fluctuations. It's not always possible to completely avoid all risks, but a comprehensive financial plan will include risk management strategies to minimize your exposure.
While retirement planning often appears to focus on income strategies and building assets, we also must face the inevitable. What will happen to your estate when you pass away? The estate planning process helps you to identify the values of your assets, decide how to pass on those assets to your heirs, and helps you develop strategies to avoid excessive taxes or any extra burden upon your loved ones
For many people, the deepest joy of building significant assets lies in their ability to share their good fortunes. You might wish to give gifts to charity, or pass along assets to younger family members, but gifting strategies are much more complex than you might believe. Making the wrong decisions about these gifts can erode your legacy, so it's important to work closely with our team of experts to ensure that your assets are shared in the most beneficial ways.