JR Katz

For three decades, JR Katz professionals have provided innovative insurance-based solutions for wealth transfer and corporate benefit programs. JR Katz delivers a wide range of integrated services that meet the increasingly complex personal and business needs of our clients.

Backed by the financial strength and scale of National Financial Partners (NYSE: NFP), JR Katz offers clients market leverage, proprietary products, intellectual and human capital, and geographic reach.

Wealth Transfer

Wealth transfer planning at JR Katz begins by engaging in a dialogue with you about the intangible aspects of your situation.

We want to know who you are, understand how you define your wealth, and comprehend the values that you want to leave for your children, grandchildren and perhaps even great-grandchildren.

This process always begins with questions.

Corporate Benefits

JR Katz provides employers with cost containment and value-enhancing corporate benefit solutions. Our brokerage/consulting services focus on group health and welfare programs and executive compensation plans.

The JR Katz benefit management process helps clients maximize the return on their benefits strategy from a human capital and financial perspective.

Featured News

Wellness Programs & Employee Incentives

Wellness programs in the United States gained substantial momentum in 2006. However, employers are still faced with the following challenge; how do you create wellness incentives for your employees to encourage participation, engagement and commitment in these programs?