Skip Navigation
- Close Locations
My Location

Locations Near You

1

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

Insurance Office

2

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

Insurance Office

3

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

Insurance Office

Find Locations
+

Financial & Estate Planning

Protect Your Legacy

Schedule a Call

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.

Speak with a

BMT Insurance Advisor today!

Latest Insights

Drones have become incredibly popular in the past few years. With high-end options such as camera and video recording equipment, safety and privacy concerns have also heightened. If you are a drone owner and operator, it is crucial to understand what insurance coverage is needed.

Nonprofit Organizations

Though nonprofit organizations don’t quite operate like traditional businesses, they do have similar risk exposures. It is important to stay up on what risks the organization may face and the best practices regarding risk management to help your organization avoid facing costly and disruptive issues.

Life Insurance 101

Buying life insurance has always been a safety net for families to take care of loved ones after someone passes, making it an important investment.But what kind of life insurance do you need? Do you choose term life or whole life? What’s the difference?