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

Executive and Retirement Benefits:

Life insurance can easily compliment traditional executive benefits such as a 401(k) or a defined benefit pension plan. The Jablon Group works with both companies and executives to create programs that prove mutually beneficial to both parties based on specific goals and objectives. The Jablon Group can structure these benefits in the most tax efficient manner, which may allow for premiums to be tax deductible to the organization and benefits tax free to the executive.

 

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