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1436 Lancaster Avenue, Berwyn, PA 19312 610-527-1881

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14 E Highland Ave, Philadelphia, PA 19118 855-745-3636

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14 E Highland Ave, Philadelphia, PA 19118 215-242-8200

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Financial & Estate Planning

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Financial & Estate Planning

Financial security is crucial, and we assist clients with the planning necessary to make sure you have what you need.

This may involve discussing income replacement and estate preservation funding mechanisms, as well as the merits of various life, disability, and long-term care insurance products.

Benefits to incorporating life insurance in your overall wealth management planning strategy may include:

  • Increased diversification in overall asset allocation
  • Liquidity in the event of an unexpected death
  • Having proceeds pass directly to heirs outside of the estate
  • Potential tax benefits
  • Greater certainty about the value of assets to be passed on to heirs

For those in business, our services include an analysis of business ownership transfer mechanisms and non-qualified deferred compensation arrangements. The right strategy can support a business owner’s succession plan by providing liquidity and continuity for the business.

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BMT Insurance Advisor today!

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