Business Details
Your Trusted Insurance Partner for Estate & Business Planning
Leisman Insurance Agency is an independent insurance agency specializing in estate and business planning for high-net worth families and individuals. Our approach focuses on creating tailored solutions that align with clients' long-term financial goals while maintaining strict adherence to professional standards. We prioritize client relationships through transparent communication and collaborative planning, working closely with clients' existing tax, legal, and financial advisors to ensure comprehensive solutions.Our team maintains active licenses across multiple states, enabling us to serve a diverse client base while upholding our commitment to ethical practices and client education. We emphasize the importance of informed decision-making through detailed consultations and ongoing support.
Services
Life Insurance
Long-Term Care Insurance
Retirement Income Planning
Disability Income Insurance
Health Insurance
Highlights and features
- We offer independent agency access to multiple insurance carriers
- Our team maintains active licenses in 24 states across the US
- Specialized expertise in estate and business succession planning
- Client-centered approach with personalized financial strategies
- Collaborative process involving clients' existing professional advisors
Services
Life Insurance
Life insurance solutions help protect family lifestyles and future plans while building cash value that can supplement retirement income. Our policies offer estate planning benefits and business succession support through death benefits and policy loans. We work with clients to create customized coverage amounts that align with their financial objectives and family needs.
Long-Term Care Insurance
Long-term care insurance helps protect assets and maintain quality of life during extended healthcare needs. Our policies cover various care settings including home care, assisted living facilities, and nursing homes. We help clients understand coverage options and integrate these plans into their overall financial security strategy.
Retirement Income Planning
Retirement income planning services focus on creating guaranteed lifetime income streams through annuity products. We offer immediate and tax-deferred annuity options that provide financial security during retirement years. Our approach considers clients' existing retirement assets to create balanced income strategies that withstand market fluctuations.
Disability Income Insurance
Disability income insurance protects earning potential through replacement income during periods of disability. Our policies help maintain financial stability by covering essential expenses when clients cannot work. We assess individual occupational risks to determine appropriate coverage levels and benefit periods.
Health Insurance
Health insurance solutions provide access to medical care while managing healthcare costs. We offer individual and group coverage options that meet regulatory requirements and personal healthcare needs. Our services include policy comparisons, enrollment assistance, and ongoing coverage evaluations to ensure continued suitability.
People
Bill Leisman
Executive Team
Experienced insurance professional with specialized credentials in financial planning and estate strategies. Provides expert guidance to high-net worth clients through comprehensive risk management solutions.
Jenni Leisman Dessert
Agent
Licensed insurance agent with expertise in estate planning and business succession strategies. Holds California Insurance License #0K34725 and operates across multiple states with appropriate registrations.
Will Leisman
Executive Team
Financial services professional focused on creating tailored insurance solutions for complex estate planning needs. Works closely with clients to develop sustainable wealth preservation strategies.
Chris Macina
Team Member
Insurance professional providing support in developing comprehensive risk management plans for individuals and business owners seeking long-term financial security solutions.
Questions
What insurance products do you specialize in?
We specialize in life insurance, long-term care insurance, retirement income planning, disability income insurance, and health insurance products for high-net worth individuals and businesses.
Are you licensed in all US states?
We operate in 24 states including AZ, CA, CO, CT, DE, FL, IA, IL, MA, ME, MI, MN, NC, NJ, NH, NY, OH, RI, TN, TX, VA, VT, WA.
How do you approach financial planning?
We use a three-step process: understanding client goals, prioritizing objectives, and implementing customized insurance and financial products while collaborating with existing professional advisors.
Can you help with business succession planning?
Yes, we provide specialized solutions for business owners including estate planning integration and succession strategies using appropriate insurance products.
Do you offer free consultations?
Yes, we provide complimentary initial consultations to discuss your insurance needs and financial planning objectives with no obligation.
