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

Insurance Office

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

Insurance Office

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

Insurance Office

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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!

Latest Insights

Every employee plays an important role in the workplace, and losing them suddenly is always detrimental to the business. It takes time to replace a quality worker that many companies don’t have the extra time to do. However, there are insurance measures that can be put in place in order to make sure that a business can recover from a major loss while still assisting the family of the late worker. c

In Pennsylvania, individuals looking for the right personal insurance options for their automobile coverage have a few choices. Citizens in the state can choose between full tort, which allows policyholders to sue for pain and suffering, and limited tort and forfeit the right to compensation when it comes to pain and suffering. A limited tort option typically offers a small discount on a monthly premium.

In the last 20 years, individual states in the country began implementing workers’ compensation laws that require companies to provide medical expense reimbursements and other benefits to employees who fall victim to a workplace injury or illness. From major corporations to small businesses, workers’ compensation has become a regular component of benefits packages for employees.