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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!

Latest Insights

When running a business, you may be considering certain types of insurance to keep your operations, finances, and employees safe. Things like fire insurance, property damage coverage, and maybe even auto policies for business cars may first come to mind. But have you considered kidnap and ransom coverage?

The market for supply chain management has reached across the globe, and as relationships between nations continue to grow in terms of trade and commerce, few supply chains can exist within one country or part of the world. With international trading of goods and resources comes issues related to compliance and insurance, and supply chain companies need to understand where they stand.

Whether it is a slip, a fall or a trip, there’s only so much that can be done to prevent liability risks from occurring at your business. These issues can happen at any time and sideline customers or employees who take a nasty spill on your premises. Not every slip and fall case will lead to legal issues necessarily, but you can never be too sure of what kinds of problems will come up in the near future. If a valid claim is made, filed, and settled against your company, it can be hard to navigate and draining to your overall business.