Insurance Policy Reviews
When have you last reviewed your current insurance program? Do you know whether your policy has performed as you expected? Is your term insurance policy approaching its termination? Have your needs changed and is the amount of your coverage still appropriate?
Klazmer Financial Group analyzes clients’ insurance portfolios, and assesses the quality of the insurance carriers, the viability of the coverage and the cost-effectiveness of the overall program. It is for this reason that many law, accounting and investment advisory firms ask us to perform policy reviews for their clients.
With improved product pricing and liberalized underwriting, the current insurance market may offer tremendous opportunities to improve your existing coverage. With our knowledge of the insurance industry, our underwriting experience and our extensive relationships with a wide array of insurance carriers, we are uniquely positioned to help you optimize your insurance plan.
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.
Impaired Risk Underwriting
Navigating the insurance underwriting process to identify the right carrier and lowest possible premium.
Insurance
Identifying which carriers, products and services are right for you, your family and your business.
Contact Us
Flexible appointments and personalized planning.
Or call — (215) 885-4555