WHAT WE DO
It’s Not Just Insurance
The true meaning and value of our work is in providing our clients, their families, and colleagues with the tools for economic security, quality of life, and priceless peace of mind.
I love to witness the moment my clients recognize how insurance fits into their planning – when the light bulb turns on and they “get it”.
– Paul Jablon, President
Family Protection
Plan for the ones you love
We all want to know that our families will be provided for and protected. Life and disability insurance ensures that your family’s financial needs and obligations will be met in the event of an emergency.
Medical Insurance
Cover yourself completely
In the event of an accident or illness, having full medical coverage can be the difference between receiving care and making impossible decisions based on dwindling resources. No matter the age or unique situation, we can ensure you have the proper individual, group health plan, and medicare supplements in place to secure quality care.
Wealth Preservation & Transfer
Shelter your assets from the tax storm
There’s nothing like the peace of mind of preserving your hard-earned wealth for the ones you love. We believe in thoughtfully considering all the factors at play to help your legal and accounting teams create the solutions that will meet your objectives.
Charitable Planning
Give more without spending more
Contributing to the health and advancement of our community is a vital part of who we are at The Jablon Group and we are honored to help our clients plan their own philanthropy efforts. Using unique trusts and insurance contracts we can show you how to leverage your gifts while avoiding taxation.
Business Succession Planning
Take care of the future, today
After building an empire why leave its success to chance? We work closely with businesses of all sizes and their executives to put plans in place for when there is an unexpected death. This gives you, your business partners, and your families the resources to cover cash flow, the ability to buy or sell the business, or hire the highly skilled employees needed to keep operations running smoothly.
Executive & Retirement Benefits
Go above and beyond vested
There’s more to traditional executive benefits than meets the eye. We help our clients complement 401 (k) or defined benefit pension plans that benefit both the business and its executives. With an eye towards tax efficiency, we look for ways to make contributions tax-deductible while having these contributions grow tax-deferred.
Disability for Highly Compensated Individuals
Sustain your income after a life-changing disability
While your company may provide you with group disability coverage, it only covers a small fraction of your annual income. We work with specialty disability companies to secure portable coverage above the amount offered by your company, enabling you to take it with you if you accept a position elsewhere. We have spent over 40 years working with business executives, actors, writers, producers, agents, and professional athletes to insure their income in the event of a disability – nothing is too difficult or complex for us.
Long Term Care
Maintain your dignity and your life savings
If you have ever watched a loved one struggle with prolonged illness, a life-changing illness, or cognitive decline, you already know the need for long-term care coverage. A critical estate planning tool, these policies can include the in-home care, skilled nursing, and daily assistance you may one day need. Premiums may be tax-deductible and benefits are always tax-free.
Life Insurance Settlements
Maximize the value of a policy you no longer need
It’s a little-known fact that if you have a policy you no longer need or want, you can sell it. We can help match you with qualified buyers to secure significantly more cash than just canceling it.