Insurance Services
Protecting your Assets, Income & Life
Assisting clients achieve Financial Balance & Organization. We help protect your Assets, your Income & your Life.
Our Services
Term & Permanent Life Insurance Planning
For Doctors, Executives, Business Owners, Professional Athletes & Entertainers. Representing all of the major insurance carriers.
Elder Care Planning
Elder care is not about insurance; it is about solving problems that may arise if you or a family member becomes incapacitated. Michael Jacobson is certified in long term care planning. CLTC® stands for "Certified in Long-Term Care," a designation granted by the Corporation For Long-Term Care Certification. CLTC® graduates have completed a rigorous multidisciplinary course that focuses on the profession of elder care. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information.
Disability Insurance
To protect your income, your retirement contributions, and your business overhead expenses. We find the company that is right for you.
Annuity Planning
Annuities are designed to help you grow your retirement income. They’re long-term contracts from an insurance company where you invest your money. In return for your investment, you get income in the form of regular payments.
There are several types of annuity products available to choose from. Whether you’re looking for income options, legacy planning tools or spousal protection, we can tailor a plan to meet your specific goals.
INSURANCE SERVICES
PHYSICIANS, SURGEONS & BUSINESS EXECUTIVES
- Retirement Planning - Qualified & Nonqualified Strategies
- Asset Protection - Personal & Corporate Strategies
- Estate Planning - Increase & Protect
- Life Insurance - All companies represented
- Permanent - Universal & Whole Life
- Term - 10, 15, 20 or 30 years
- Disability Insurance
- Individual True Own Occupation
- Professional Overhead
- Buyout
- Retirement Contributions
- Long Term Care Planning
PROFESSIONAL ATHLETES & ENTERTAINERS
- High Limit Disability Insurance for teams & players
- Entertainment Disability Insurance for actors, musicians, and other people in the entertainment business
FAMILIES
- Life Insurance - All companies represented
- Disability Insurance
- Long Term Care Planning
- Annuity Planning
CORPORATIONS
- Executive Bonus Plans
- Deferred Compensation Plans
- Key Person Protection
- Buy/Sell Protection
- Life & Disability Insurance
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.
why choose us
Experience
Michael E. Jacobson, CLTC is President of the Insurance and Financial Services firm of M. Jacobson & Associates in Boca Raton, Florida. His over 30 years of experience in the fields of Accounting, Banking and Financial Products and Services includes working primarily with Physicians, Surgeons and Business Executives.
Mr. Jacobson earned his Bachelor of Business Administration in Accounting from the University of Massachusetts at Amherst - Isenberg School of Management in 1983. He then spent 9 years as a loan officer with two of the largest banks in the country lending money to physicians for working capital, equipment and real estate purchases. In 1992 he identified a growing concern among young physicians that were transitioning from residency programs into business practice. He assisted them on setting up their practices as well as introducing them to other professionals who became key to their success. During that time he also became part of the curriculum in many specialties at Jackson Memorial Hospital, which is the largest teaching hospital in the United States. Jacobson was soon sought after by other area hospitals and became part of their practice management programs. He has been featured in many financial and medical magazines.
M. Jacobson & Associates is a completely independent, private financial service organization. M. Jacobson & Associates specializes in working with medical practitioners, with over 2,000 physicians as clients nationwide. Their areas of knowledge and experience include Asset Protection Strategies, Estate Planning, Pension and Retirement Planning as well as Disability and Life Insurance Plans.
Mr. Jacobson resides in South Florida, along with his wife Debbie and their three children. His personal time is spent visiting his grown children in the Northeast, summers in Maine, walking his rescue dogs and bicycling as a member of the Boca Raton Bicycle Club. He also contributes his time and skills to the community as a member of several philanthropic organizations.
Mr. Jacobson earned his Bachelor of Business Administration in Accounting from the University of Massachusetts at Amherst - Isenberg School of Management in 1983. He then spent 9 years as a loan officer with two of the largest banks in the country lending money to physicians for working capital, equipment and real estate purchases. In 1992 he identified a growing concern among young physicians that were transitioning from residency programs into business practice. He assisted them on setting up their practices as well as introducing them to other professionals who became key to their success. During that time he also became part of the curriculum in many specialties at Jackson Memorial Hospital, which is the largest teaching hospital in the United States. Jacobson was soon sought after by other area hospitals and became part of their practice management programs. He has been featured in many financial and medical magazines.
M. Jacobson & Associates is a completely independent, private financial service organization. M. Jacobson & Associates specializes in working with medical practitioners, with over 2,000 physicians as clients nationwide. Their areas of knowledge and experience include Asset Protection Strategies, Estate Planning, Pension and Retirement Planning as well as Disability and Life Insurance Plans.
Mr. Jacobson resides in South Florida, along with his wife Debbie and their three children. His personal time is spent visiting his grown children in the Northeast, summers in Maine, walking his rescue dogs and bicycling as a member of the Boca Raton Bicycle Club. He also contributes his time and skills to the community as a member of several philanthropic organizations.
Get In Touch
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Consultations are free and there are no obligations.