Insurance Professionals

JR KATZ is an industry destination within the high- and ultra-high-net-worth planning community for the creation of intelligent wealth transfer planning solutions, excellent client service and dedicated execution. Utilizing a malleable and transparent process, we work with your organization to develop strategic wealth transfer solutions that enhance people’s lives.

Partnering with insurance professionals for more than 30 years.

We respect and understand the challenges you face every day in meeting the needs of your clients. Our experience has taught us that successful solutions come from flexible collaboration, and we partner at the support level your organization needs – and you determine.

We dig deeper to uncover greater opportunities.

We provide you with the process to get to the root of your clients’ issues; giving you the tools you need to best clarify and define your clients’ objectives, and provide a framework for their goals.

At our core, we are strategic partners.

As your organization’s strategic partner, seated at your side, we help you implement, manage and monitor the process every step of the way.

By nature, highly-structured insurance polices can present significant challenges. We strive in our approach to ensure that every detail of your clients’ portfolios is handled with precision to deliver value.

Strategy Review:
Our unbiased approach offers you a critical eye, helping you distinguish between concepts that will create real value for you and your clients and those that should be avoided.

Portfolio Review:
Our review and analysis of a plan benchmarks the existing portfolio against the current marketplace to develop a practical approach that may enhance its efficiency.

Policy Implementation:
Sometimes simply obtaining preliminary underwriting offers can present significant challenges. Our experienced team includes former home-office life insurance underwriters who are adept at managing this process to produce the best outcomes for your clients. We have the distinct ability to create an internal risk evaluation of the client’s medical history and generate an underwriting evaluation that represents their profile in a favorable way – enabling JR KATZ and the insurance professionals who partner with us to act as client advocates in the insurance market.

Plan Administration:
Insurance professionals with whom we work rely on our ability to continually support a policy with integrity, detail and exceptional client service years after implementation, re-evaluating to identify new opportunities and adjusting as needed.

Contact us today to learn how JR KATZ can transform the way you view wealth transfer planning.