For more than three decades, the professionals at JR KATZ have provided innovative insurance-based solutions for wealth transfer and corporate benefit programs. JR KATZ delivers a wide range of integrated services to help meet the increasingly complex personal and business needs of our clients.
Wealth Transfer Planning **
JR KATZ’s Wealth Transfer Planning team has acquired a reservoir of intellectual capital —the wisdom, knowledge and experience that comes from guiding businesses, individuals, families and their advisors for generations.
Through experience, we have come to understand insurance as a progressive vehicle for the creation and preservation of wealth. We believe it is this perspective that has empowered us to remain at the forefront of the industry.
We believe a strategic and thoughtful approach to wealth transfer planning that incorporates risk management as an important outcome, yet is driven at its core by our commitment to go beyond the numbers to cultivate innovative solutions that help protect and promote financial futures.
JR KATZ’s Corporate Benefits team goes beyond the numbers to help you take a candid look at your current corporate benefits strategy, and uncover solutions that will enable your business to realize its goals.
We partner with you to not only identify current and future cost drivers, but to also help you understand the reasons behind these factors, helping you to make better business decisions across the board.
With sophisticated financial management and quantitative analytics infused with insight and experience, we analyze claims, design plans, model future events and transform passive data into actionable information.
From plan implementation to employee instruction, timely communications to online support tools, we specialize in providing skilled administration, management and plan support to help make even the most complex suite of benefits easy to use and administer.