First, a few questions. May I?
Listening, creativity and independence are Vital assets.
Fitting your family, medical firm, law firm or business to a predetermined portfolio of financial products is limiting. Independent, objective, flexible and creative, my firm selects products for you that truly make sense, mixing and matching the best, broadest selection of financial products and services available. What you tell me drives my recommendations. What we decide together makes a financial strategy possible in the following areas:
- Disability Income Protection
- Executive Benefits including Key Man, SERP, and Special Bonus Plans
- Life Insurance Planning
- Long Term Care Planning
- Comprehensive Group Benefit Planning Including Health* and Dental
- Estate Planning and Business Succession Planning
- Buy Sell Agreements and Funding
Some key questions to consider:
- Is your medical insurance adequate?
- Are you vulnerable?
- What are your goals for your life insurance program?
- Are you protecting your #1 asset--your ability to earn a living?
- Have you and your spouse planned for Long Term Care expenses?
- Are you leaving your estate plan to chance?
Quick insights into how I think.
My clients depend on me to listen. Think strategically. And simplify. I often use a simple baseball diamond diagram to help them understand financial products and their purposes. Take a quick look.
*Guardian does not issue nor service health insurance.
Jonathan Lipson is a Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
Vital Signs. The science and the art of risk and wealth building for the long-term. Vital Signs Insurance Services of Farmington, Connecticut caters to the specialized needs of physicians, dentists, attorneys, corporate executives, small to mid-size business owners, families and individuals with comprehensive risk management planning including Executive Benefits, Life Insurance, Disability Insurance and Long Term Care. 2022-148129 Exp. 12/24
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