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

Consumer Finance
Many home buyers search for a home they want, then apply for a mortgage and hope for the best. A better approach is to find out how much mortgage you can qualify for, then look at homes that you know ...

Business
Internal Revenue Code 125 allows an employer to implement an employee benefit plan which allows employees to select the benefit programs they prefer. ...

College
A 529 plan is a state-sponsored education savings program that allows an individual to save in a tax-deferred account to pay for a beneficiary's post-secondary education at any accredited school in th...

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...

Retirement
In order to plan realistically for the future you need to have a clear understanding of what money you need when you retire. This will include the cost of living and special activities you will have. ...

LTC
Long Term Care Insurance What is Long Term Care Long Term Care is the assistance individuals need when they are unable to care for themselves and need help with Activities of Daily Living (ADLs) - b...

Insurance
Without health insurance, a single illness can cause serious, and often irrevocable, financial hardship. Insurance of any kind is intended to transfer financial risk to an insurance company in exchan...

Tax
How much of their home office expenses can be deducted is one of the most misjudged tax questions faced by home workers. The reality of home office expense deductibility is much more complex than the ...
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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.