Jacobson Wealth Builders
Our financial strategies and insurance division helps you discuss family priorities, protection needs and future goals.
Financial Strategy Services
- Financial needs analysis
- Financial goal setting
- Strategies to pursue your goals
Business Strategies
- Insurance strategies
- Retirement strategies
- Executive compensation (U.S. only)
- Business continuation programs (U.S. only)
Insurance Solutions
- Life insurance
- Disability insurance
- Long term care insurance (U.S. only)
- Segregated funds (Canada only)
- Guaranteed interest accounts (Canada only)
Estate Preservation
- Charitable strategies and trusts (U.S. only)
- Life insurance trusts (U.S. only)
- Wealth replacement trusts (U.S. only)
- Life insurance (Canada only)
- Annuities (Canada only)
Retirement Strategies
- Annuities
- Registered Retirement Savings Plans (Canada only)
- Tax-Free Savings Accounts (Canada only)
College Funding Plans
- Preparing for college (U.S. only)
Availability and suitability depend on your location, circumstances, and the service provider. Contact our team to discuss the appropriate service and scope.