Broker Check

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.

1099 Advantage Plan for Real Estate Professionals

The 1099 Advantage Plan is an innovative benefit program created exclusively for the real estate industry. Up until now, this assortment of benefits was not available in the marketplace. The plan provides group benefits to your agents, independent contractors and employees - without medical exam or financial review. The cost to the brokerage is minimal and the monthly cost to agents is often 40-50% less than what they would pay on their own. 

The 1099 Advantage plan includes:

Income Protection                             

Long Term and Short Term disability

Wealth Preservation       

Life Insurance / Accident Coverage

Other Coverages     

Dental / Vision / Travel / and more

For Brokerages

We customize the plan specifically for your brokerage. Our benefits concierge team will manage and coordinate your plan, leaving you with peace of mind. Our clients find offering benefits increases agent retention and aids in recruitment. Offer the 1099 Advantage Plan and show your team you care about them, their families, and financial well being. When given the opportunity, we find that 50-60% of agents elect coverage.

What Real Estate Professionals are saying:

Having personally taken advantage of Hasson’s short term disability program as an employee for my back surgery last Summer, I found it to be highly efficient. It was tremendously helpful in balancing my personal finances which could have been severely affected. I had access to an app which kept me up to date on all communication, expected payments and payment records. Should you or your employees ever need short term disability, you will be happy you enrolled.- Patrice K., Agent

“Rosenbaum Financial solved these problems for us by creating a very unique program customized for our real estate agents. The products they’ve designed and we’ve offered in our company have made an enormous difference for our folks who found themselves in need through sickness, injury and accidents.” - Travis, Broker

“The disability program flat out saved me. When you work on commission, the money stops quickly when you can’t work. You never know if you are in an accident or doctor’s visit away from disability. I am never going to leave my agency because of the great benefits, especially the disability program. You do not think how important disability insurance is until something happens.” - Sherry, Agent      

“In addition to a unique offering, Kelly Christopherson and her team at Rosenbaum deliver unparalleled personal service that is unlike anything I’ve experienced from a vendor.  In fact, she and Rosenbaum are not simply vendors, but are trusted business partners who constantly seek to understand our model and our people and keep their products relevant to our needs.” -Travis, Broker          

For more information contact:

Benefits Concierge Team for a no obligation customized plan for your brokerage

Phone: 503-352-1300 or 866-418-8114


Specialized Insurance for Hospitals and Universities

 University Students - we are uniquely qualified to bring customized group insurance protection to students:

 Life & Accident / Long Term Disability Income / Student Loan Repayment / Medical and Dental


Physicians and Residents - Medical Specialty Group and Individual:

 Disability Income Replacement / Life & Accident / Long Term Care / Student Loan Repayment / Annuities and Retirement Planning

For more information contact:

Kelly Christopherson, Vice President Insurance and Operations

Phone: 503-352-1300 or 866-418-8114