AREAS OF SPECIALIZATION:
Family Protection
Wealth Preservation and Transfer
Charitable Planning
Life Insurance Settlements*
Business Succession Planning
Executive and Retirement Benefits
Disability for Highly Compensated Individuals
Long Term Care

Business Succession Planning:

The Jablon Group works with businesses of all sizes in the areas of buy/sell agreements and key person insurance. A buy/sell agreement allows for a smooth transition in the business when tragic events such as disability or death occur. We work closely with the executives and their advisors to fund an agreement using life insurance that is specific to the dynamics of each business.

Key person insurance protects the business from the impact due to the death of a key employee. A valuable salesperson, a manager, or the company owner can have an enormous financial effect on a business. Key person insurance works to insulate the business and provides for an inflow of cash in the event of this type of catastrophe. In certain situations, clients can leverage the sale of an old policy with remaining premium obligations and use the proceeds to purchase a new policy with no further premiums.

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Check the background of this financial professional on FINRA's BrokerCheck