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Insurance Planning

Rosenbaum Financial has more than 60 years’ experience in the best use of insurance, delivering tax-free cash precisely when it is needed. It is properly designed and employed in matters of business succession, estate planning, and charitable giving.

In an industry given to volatility, we always are current on the market of term and permanent insurance designs. Insurance policies often involve aspects of stock market risk. It is important to determine when this construction is competitive and when it is not. Our investment and research presence, when coupled with our experience recognizing how the policy assumptions actually work, gives us the perfect tools for this analysis.

We offer:

  • Life Insurance for personal and corporate planning
  • Long-term care insurance
  • Disability income protection insurance
  • Group insurance plans (life, disability, employee assistance)


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