Impaired Risk Underwriting

Medical underwriting is as much an art as it is a science, and there are often significant differences between individual carriers’ treatment of various medical conditions. A medical history that one company might decline to insure can frequently receive a favorable underwriting offer from another carrier.

Klazmer Financial Group understands how to design your case and strategically approach the insurance market. Moreover, because of the excellent, long-standing relationships that we have established with the underwriters at a wide array of carriers, we can effectively negotiate medical offers and bring our clients the best possible result.

Other Services

Estate Planning Strategies

Helping you to ensure that your legacy is protected and that your goals are met.

Business Succession Planning

Protecting businesses and facilitating smooth transitions from one generation to the next.

Retirement Planning

Helping you accumulate, manage and distribute the assets you'll need to retire.

Insurance

Identifying which carriers, products and services are right for you, your family and your business.

Insurance Policy Reviews

Analyzing your current policies to assess performance and determine whether they continue to meet your needs.

Contact Us

Flexible appointments and personalized planning.

Or call — (215) 885-4555

Offering Creative Solutions for Over 65 Years

(215) 885-4555

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40 Monument Road

Suite 100

Bala Cynwyd, PA 19004

[email protected]

Schedule a Consultation