1/4
 
ABOUT JR KATZ

Intelligent insurance

Life Insurance is often perceived as staid and unchanging in spite of the fact that the industry has continually responded creatively to meet the changing needs of the buying public. It wasn’t that long ago that intelligent insurance would have been a contradiction in terms. Insurance was not intelligent; it was reactive — more about protection than progressive action.

Insurance has been reborn

With over four decades worth of experience, JR KATZ has witnessed the creation of many innovative life insurance solutions... solutions that offer a true sense of imagination and creativity that are backed by remarkable results.

Today, insurance is being used in ways people have never before conceived. As students of insurance for almost 40 years, we at JR KATZ have been on the front lines of change from our very beginning.

Introducing insurance beyond the numbers

Insurance is dynamic, proactive, powerful. It is an essential part of wealth transfer planning, executive benefits planning and insurance portfolios. It is a vehicle for generating personal wealth and fueling business growth — a means to an end, not the end itself. It is being judged by the impact it has on the financial lives and futures of the people and organizations it touches. It is what we call insurance beyond the numbers.

JR KATZ is rewriting the rules on insurance

Home

About JR KATZ

Intelligence

Wealth Transfer

Executive Benefits

  • Retirement and Risk Management

Related Capabilities

  • Corporate Benefits, Retirement Planning, and Risk Management

THE JR KATZ APPROACH

 
gerbie_edited_edited.jpg

Jon Gerbie

Client Advisor

  • Grey LinkedIn Icon
chris.jpg

Christine Griffith

Director,, Underwriting and New Policy Administration

  • Grey LinkedIn Icon
Julie.jpg

Julie Hoffman

Director, Client Service

THE JR KATZ TEAM

Jordon.png

Jordon Katz

Principal/CEO

  • Grey LinkedIn Icon
frank.jpg

Frank Hirsch

Partner

  • Grey LinkedIn Icon
jonathan_katz.jpg

Jonathan Katz

Principal/COO

  • Grey LinkedIn Icon
 
 
MB_New-removebg-preview_edited_edited.jp

Michael Becker

Case Design and Client Service

  • Grey LinkedIn Icon

Learn More

lynn_edited_edited.jpg

Lynn Tufano

Director, Operations and Finance

Learn More

lionel2_edited_edited.jpg

Lionel Alferez

Senior Life Insurance Administrator

  • Grey LinkedIn Icon

Learn More

PARTNERS FINANCIAL

In an ever-changing industry, JR KATZ offers remarkable stability and continuity. JR KATZ is a multi-generational organization with a strong understanding of the values and ideals that play a role in wealth transfer planning for families.

JR KATZ is backed by the financial strength and scale of PartnersFinancial. As one of the largest independent distributors of life insurance in the United States, PartnersFinancial is a national community of industry-leading, independent life insurance and financial professionals. JR KATZ accesses cutting-edge technology and financial and actuarial resources to provide in-depth research and industry overview. While other organizations claim to have market access, JR KATZ enjoys true market influence through PartnersFinancial.

PartnersFinancial resources are provided by a highly professional staff dedicated to:

  • Insurer due care – monitoring the financial health of insurance companies

  • Actuarial analysis of products

  • Executive benefits design, implementation and administration

  • Dedicated insurance company underwriting departments

  • Underwriting advocates with expertise in specialized areas

  • Advanced planning design

  • Technology to improve insurance portfolio management

  • In house legal, financial and actuarial expertise

  • Direct underwriting interface with over 20 major life insurance companies

Life insurance is no longer the staid and static planning tool of decades past. Today, it is the newest non-correlated asset class, with the power to protect and promote wealth.