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

Latest News

Tax
Under the recently enacted Jobs and Growth Tax Relief Reconciliation Act of 2003, generating long term capital gains or acquiring dividend income could be two of your big opportunities to save on taxe...

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...

Retirement
In years past, it was often realistic for retirees to base the majority of their retirement income on Social Security benefits and traditional employer sponsored pension benefits. Unfortunately, Soci...

Estate Planning
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 ...

Medicare
Medigap is Medicare Supplement Insurance that helps fill "gaps" in Original Medicare and is sold by private companies. Original Medicare pays for much, but not all, of the cost for covered health care...

Financial Planning
High Risk Low Risk Investment Pyramid A Mutual Fund is a company that combines the investment funds of many people with similar investment goals and invests the funds for the...

Medicare
Medicare Advantage Plans are health plan options that are approved by Medicare but run by private companies. They are part of the Medicare Program, and sometimes called "Part C." When you join a Medic...

Consumer Finance
Whether you're looking for a first mortgage on a new home or a refinance on an existing loan, the interest rate you are offered will be based on the same factors; your income compared to your mortgage...
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Smarter Decisions

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Lifelong Protection

Documentation Affordable Term insurance and permanent coverage we have options to fit your needs.

Specialized Advisers

Our Team Who offer personalized solutions of high quality products and retirement planning services.