Business Details
Your Trusted Insurance Partner in Waltham, MA
Leisman Insurance Agency is an independent insurance agency dedicated to providing comprehensive estate and business planning solutions for high-net worth families and individuals. Our team collaborates with clients to develop tailored strategies that address long-term financial security, leveraging a diverse range of insurance products and financial planning tools. We prioritize a client-centered approach, emphasizing transparency, personalized service, and collaboration with external tax, legal, and accounting professionals to ensure holistic financial planning.With a focus on life insurance, long-term care coverage, and retirement income solutions, we aim to help clients preserve assets and achieve their financial objectives. Our independence allows us to offer products from multiple carriers, ensuring access to competitive options that align with individual client needs.
Services
Life Insurance
Long-Term Care Insurance
Retirement Income Planning
Estate Planning
Business Succession Planning
Disability Income Insurance
Individual Health Insurance
Group Health Insurance
Annuities
Financial Consultation
Highlights and features
- We offer personalized estate and business planning strategies tailored to high-net worth clients.
- Our independence allows access to multiple carriers for competitive insurance solutions.
- We collaborate with external tax and legal professionals for holistic financial planning.
- Our team holds advanced designations like CLU and CLTC for specialized expertise.
- We focus on long-term client relationships built on transparency and trust.
Services
Life Insurance
Life insurance policies help protect family lifestyles and future plans while offering cash value accumulation through whole life policies. These funds can supplement retirement income or support estate planning strategies. Our solutions cater to high-net worth individuals seeking financial security for dependents and legacy preservation.
Long-Term Care Insurance
Long-term care insurance protects assets by covering costs associated with extended healthcare needs. This coverage helps maintain financial stability while preserving wealth built over a lifetime. We design policies to address individual risk profiles and future care requirements.
Retirement Income Planning
Our guaranteed lifetime income annuity products provide dependable retirement income through immediate or tax-deferred options. We help clients structure distributions that align with their retirement timelines and financial objectives while maintaining flexibility.
Estate Planning
We develop strategies to facilitate smooth asset transfer while minimizing tax implications. Our solutions integrate insurance products with legal documentation to execute clients' estate intentions effectively and efficiently.
Business Succession Planning
Customized succession plans ensure business operations continue seamlessly during ownership transitions. We implement insurance-backed strategies to protect company value and maintain organizational stability during leadership changes.
Questions
What insurance products does Leisman Insurance Agency Agency offer?
We provide life insurance, long-term care insurance, retirement income annuities, disability income insurance, and individual/group health insurance products.
How does the consultation process work?
We begin with a personalized assessment of your financial goals, followed by tailored recommendations and collaboration with your existing advisors.
Are your services limited to Massachusetts residents?
We serve clients in 23 states including AZ, CA, CO, FL, IL, NY, and TX, among others.
Can you help with business succession planning?
Yes, we specialize in creating customized succession plans to ensure business continuity and asset protection for business owners.
Do you work with other financial professionals?
We collaborate with external tax, legal, and accounting advisors to align insurance solutions with your comprehensive financial plan.
Reviews (1)
William Dacey
May 29, 2017
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Hi...i was looking to send an email to bill...WHAT IS YOUR EMAIL ADDRESS?...he was the best life agent i ever had...
