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...

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...

College
Even if you have not been able to save all the money you will need for college, several alternatives exist to assist you in making up the difference. Financial aid comes in many shapes and sizes -- f...

Finances
Personal financial statements are the roadmap that guides us from where we are today, to where we want to be tomorrow. They also provide fixed points of reference from which we can measure our progres...

Estate Planning
A will is a legal document that transfers what you own to your beneficiaries upon your death. It also names an executor to carry out the terms of your will and a guardian for your minor children, if y...

Finances
Financial planning means something different to everyone. For some, it's about getting by on their paycheck, for others it's about watching the stock market each day. Unfortunately, very few of us fe...

Estate Planning
Estate Planning: What is it and why do we do it? You spend your entire life creating wealth. The more wealth you create the more unhappy the people you leave behind will be without the proper ...

Investments
Variable annuities offer more choices than fixed or guaranteed annuities. Some of the things they offer that are not the same as a fixed annuity are, tax deferred earnings, a choice of payouts, plus t...
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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.