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1

14 E Highland Ave, Philadelphia, PA 19118 215-242-8200

Insurance Office

2

325 Chestnut St. #916, Philadelphia, PA 19106 855-745-3636

Insurance Office

3

15 Garrett Avenue, Rosemont, PA 19010 610-527-1881

Insurance Office

Philadelphia, PA 19118 215-242-8200
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Financial & Estate Planning

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Financial & Estate Planning

Financial security is crucial, and we assist clients with the planning necessary to make sure you have what you need.

This may involve discussing income replacement and estate preservation funding mechanisms, as well as the merits of various life, disability, and long-term care insurance products.

Benefits to incorporating life insurance in your overall wealth management planning strategy may include:

  • Increased diversification in overall asset allocation
  • Liquidity in the event of an unexpected death
  • Having proceeds pass directly to heirs outside of the estate
  • Potential tax benefits
  • Greater certainty about the value of assets to be passed on to heirs

For those in business, our services include an analysis of business ownership transfer mechanisms and non-qualified deferred compensation arrangements. The right strategy can support a business owner’s succession plan by providing liquidity and continuity for the business.

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BMT Insurance Advisor today!

Latest Insights

All company managers, not-for-profit and for-profit, know they need insurance. They don’t always know why, and they don’t always understand exactly how it works, but they know there are funders, landlords, banks, and others who require that they have it.

Automobile insurance premium rates have been on the rise for the past several years, and they are expected to continue to increase in the immediate future. What is behind the higher rates and how might rapidly evolving technology affect automobile insurance in the years to come?

Ever since President George H.W. Bush talked about the “thousand points of light,” there has been considerable public attention on, and interest in, volunteerism. Most not-for-profit organizations rely on volunteers to some degree to fulfill their mission, and their insurance policies must address the associated liability brought on by volunteer programs.