M. Jacobson & Associates
305-710-2908
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.
ready to get started?

Get in touch with us today!

305-710-2908

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.

Get In Touch

Have a question or need a review? Give us a call or fill out the form below. We love a good conversation! Consultations are free and there are no obligations.

Thank you!

Error

Bad respond
Contact
305-710-2908
michael_jacobson@glic.com
Address
Home office Florida based but Servicing clients throught the USA
Business Hours
Monday - Friday 9:00 AM - 6:00 PM EST Early evenings & weekends by appointment only
Required Disclosure - This website is intended for general public use. By providing this content, The Guardian Life Insurance Company of America, The Guardian Insurance & Annuity Company, Inc. and their affiliates and subsidiaries are not undertaking to provide advice or recommendations for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation. Michael Jacobson is a Financial Representative of The Guardian LIfe Insurance Company of America (Guardian), New York, NY. M. Jacobson & Associates is not an affiliate or subsidiary of Guardian. www.guardianlife.com/disclosuresAR Insurance Lic# 394415, CA Insurance Lic# OE86657 Online Privacy Statement | Online Terms and Conditions Use Approval 2024-176241 Exp 06/2026

We use cookies to enable essential functionality on our website, and analyze website traffic. By clicking Accept you consent to our use of cookies. Read about how we use cookies.

Your Cookie Settings

We use cookies to enable essential functionality on our website, and analyze website traffic. Read about how we use cookies.

Cookie Categories
Essential

These cookies are strictly necessary to provide you with services available through our websites. You cannot refuse these cookies without impacting how our websites function. You can block or delete them by changing your browser settings, as described under the heading "Managing cookies" in the Privacy and Cookies Policy.

Analytics

These cookies collect information that is used in aggregate form to help us understand how our websites are being used or how effective our marketing campaigns are.