Susan Jacobs Insurance Agency

We are an Independent Insurance Agency, which means we work for you not the insurance company.

Our Founder

Knowing what's happening is Good. Making it happen is Better.

Susan Jacobs
Founder/CEO
Contact Us

Our team of dedicated professionals specialize in assisting clients to prepare for the unexpected, insuring they are well informed every step of the way.

Client Services

Welcome to our Support Center. This section of the site allows you to submit claims and request changes to your existing policies with our agency. Simply select and complete the appropriate form.

Latest News

Introduction to Disability Insurance

Disability

Disability Insurance Protects your most valuable asset and your ability to earn an income. Disability insurance pays cash benefits to the policyholder in the event the insured is unable to work due ...

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Medicare Part D

Medicare

Medicare started offering insurance coverage for prescription drugs through Medicare prescriptions drug plans and other health plan options. Medicare's prescription drug coverage will typically pay ov...

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Using Mutual Funds In Your Portfolio

Investments

If you want to invest in the stock market but don’t have a large enough portfolio to achieve the diversity you want through individual stock purchases, mutual funds may provide the solution you are lo...

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Medicare Part B

Medicare

Part B is Medical Insurance and covers physicians services, outpatient care, test, and supplies. (see Medicare Part B) ...

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Stock Pyramid

Financial Planning

High Risk Low Risk Investment Pyramid The above is a simple chart of Investment categories by risk and reward. It is in the shape of a pyramid. With Investments at the top of ...

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Gift Tax Fundamentals

Tax

The federal government imposes a substantial tax on gifts of money or property above certain levels. Without such a tax someone with a sizable estate could give away a large portion of their property ...

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Minimum Retirement Plan Distributions

Retirement

Most qualified retirement plans offer significant tax benefits for those willing to follow a few IRS specified rules. The government wants to make these plans (401(k)s, Keoghs, SEPs and traditional IR...

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Term Life Insurance Glossary

Life Insurance

Accidental Death Benefit: An extra death benefit amount that is paid out in addition to the face amount of the policy if the insured dies by accidental means. It cost extra to get this benefit, and u...

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