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

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 ...

Medicare
The Medicare Program Medicare is a health insurance program for: People age 65 or older. People under age 65 with certain disabilities. People with End-Stage Renal Disease (permanent kidney fail...

Consumer Finance
Often it is necessary to borrow money in order to make large purchases like cars, home improvements, college expenses and emergency purchases. Fortunately, our financial institutions make such loans r...

Insurance
Once you have determined that you need life insurance, and calculated how much coverage you require, you will have to choose between several types of life insurance. There are two very different types...

Investments
When you start organizing your portfolio you will want to consider how you will be spending your money after you retire. Some money will be deposited directly into your checking account; such as Socia...

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 ...

Retirement
As a business owner, there are several reasons you might want to implement a qualified retirement plan for you and your employees. Not the least of which is that qualified plans provide numerous tax a...

Estate Planning
You may recall that during the final weeks of his life, former President Richard Nixon refused "heroic measures" and received only palliative (comfort-easing) care at his home. Similarly, former First...
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Smarter Decisions

Design template Our clients’ financial security & quality of life deserve the dedication, expert advice & personal attention.

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.