Edelman Insurance Management Group, Inc. will assist individuals and businesses in arranging a coordinated insurance management Strategy. A sound strategy is just one of the essentials needed to help you achieve your financial success. At Edelman Insurance Management Group, Inc. we take the time to get to know our clients and their plans for the future. We will help ensure that important opportunities are carefully reviewed, options are never overlooked, and each aspect of your finances is part of a comprehensive analysis.
Edelman Insurance Management Group, Inc. provides services for both the individual and businesses. Services for the individual include analysis of risk tolerance, asset allocation/ portfolio construction, manager research/monitoring, retirement funding, pension maximization, qualified distribution analysis, income needs analysis, education funding, disability income and life insurance needs analysis, long-term care insurance needs analysis, estate tax calculation, estate transfer techniques and estate planning strategies. As a complement to our insurance management practice, we offer Property and Casualty to our clients through Edelman Insurance Management, LLC.
Services for the business include Health Insurance Strategic Planning and Design, qualified pension and profit sharing plans, SEP IRAs, simple IRAs, 401k plans, qualified plan analysis, buy/sell agreements, key person indemnification and family equalization techniques.
Edelman Insurance Management Group, Inc. is a face-to-face personal business. One of our newest cutting edge additions is an online quoting component to our insurance services. We pride ourselves in being a true relationship firm, which sets us apart from the industry. This is the primary focus of our firm. Our goal is to help our clients accumulate their assets, protect them and then transfer them to their estate.
As Founder and President of Edelman Insurance Management Group, Inc., Scott D. Edelman is the primary decision maker of the firm. Feedback from our team members is given careful consideration in our decision making process.
Our sales and marketing strategy is based on personal relationships, referrals and centers of influence. Our advisors are so well integrated and respected with their clients and communities, that their reputation fosters new clients. Our welcome brochure includes information about our entire staff, including advisors as well as our exceptional Operating Team. Our operating team continuously builds upon our relationship with our clients and is the heart of our practice.
Edelman Insurance Management Group is looking to expand its professional services firm. Its growth includes adding locations to accommodate on clients on the eastern shore of Delaware as well as an office in Southern California. Future growth also revolves around hiring two additional experienced advisers, purchasing another practice and contributing to another practice’s succession plan. These changes are designed for the personal growth of each team member in additional to the overall growth of the firm.
Insurance Management is a journey with now as your starting point, and your dreams and goals as the financial destination. Edelman Insurance Management Group, Inc. is committed to providing our clients with highly personalized insurance management services and helping to effectively implement your plan and reach your financial goals.
Edelman Insurance Management Group, Inc. will assist you in arranging a coordinated Insurance Strategy. The clients of Edelman Insurance Management Group, Inc. have unique and important goals. To help our clients meet these goals, we provide products and services for both Individuals and Businesses.
At Edelman Insurance Management Group, Inc. we take the time to get to know our clients and their plans for the future. We will help ensure that important opportunities are carefully reviewed, options are never overlooked, and each aspect of you finances is part of a comprehensive analysis.
Use our resources to become knowledgable about your options. The best way to begin getting coverage is to speak with one of our financial professionals.
Creating goals for your future involves proper planning. Being covered in case something happens can ensure that you meet your goals and achieve the success you deserve.
When you have decided to get coverage, you are giving yourself the gift of security, piece of mind and a financial safety net.