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Specialty Insurance

While Rosenbaum Financial has been an integrated financial management firm for decades, our roots are in insurance. Our drive and desire is to make a difference in people’s lives.

We are proud to continue this legacy by offering specialized income protection products to organizations such as – and not limited to - real estate companies, hospitals and universities.

We customize and design group insurance plans in instances where the regular market place may not be able to be secure coverage due to 1099 income or individual contractor status or perhaps financial underwriting is burdensome. Rosenbaum Financial brings peace of mind to these independent contractors and employees with top quality financial protection – establishing and maximizing coverage that provides security to individuals and their families in the event of a disability or death. This coverage is most often offered at a significant discount to individual policy prices and with no medical underwriting. 



Innovative Real Estate Organization Program

For over 30 years, Rosenbaum Financial, has offered customized group insurance plans that protect agents and owners against unexpected financial loss at a cost that is usually 40 – 50 % less than comparable individual insurance plans. 

The approach to group insurance means that agents are eligible for coverage regardless of their medical conditions and without financial underwriting. 

Most recently, Rosenbaum Financial has been recognized and selected as a preferred provider for Leading Real Estate Companies of the World’s Solutions Group program, which identifies select business resources for its global community of 565 residential real estate firms.

Our Specialty Insurance Team

Our team of dedicated specialists understands the uniqueness inherent to each situation and provides you with effective, customized products and ongoing service that is highly valued by your organization. We welcome the opportunity to show you coverage that is tailored to meet your specific needs.

Contact us today to find the specialized life and income protection you need.

Rosenbaum Financial, Inc.
Office: 503.352.1300
Toll-Free: 866.418.8114
Info@RosenbaumFinancial.com