Business Details
35 Years
experience
Your Trusted Partner for Insurance and Financial Planning in Englishtown, NJ
Since 1991, BJL Financial Services has dedicated itself to serving as a trusted insurance agent for individuals and small businesses. Our mission centers on creating stable wealth accumulation and protection strategies through tailored insurance and tax-advantaged programs. With a focus on personalized service, we guide clients through complex financial decisions, leveraging decades of experience and a structured six-step process to ensure comprehensive planning.Our team prioritizes confidentiality, commitment, and market expertise, utilizing sophisticated tools to maintain client relationships and adapt to economic changes. Specializing in Medicare solutions, retirement planning, and business succession strategies, we empower clients to achieve long-term financial security through disciplined diversification and education.
Services
Life Insurance
Annuities
Medicare Supplements
Long Term Care Insurance
Business Insurance
Retirement Planning
Estate Planning
Prescription Drug Plans
Group Health Insurance
Disability Insurance
Details
- Year established: 1991
Highlights and features
- We offer 30+ years of experience in insurance planning and financial services.
- Our team provides personalized Medicare supplement solutions tailored to individual needs.
- We implement a structured six-step financial planning process for comprehensive results.
- Specialized expertise in small business insurance packages for 2-49 employees.
- Our client-centric approach prioritizes confidentiality and long-term relationship building.
What people say
Medicare Expert
Individual Attention
Professional Approach
Uncompromising Detail
Best Medicare Supplement
Services
Medicare Supplements
Medicare Supplement Insurance helps cover out-of-pocket costs for individuals aged 65+. Our licensed experts guide clients through plan selection, explaining Medigap, Medicare Advantage, and Part D options. With access to multiple carriers, we help clients find coverage that fills gaps in government-sponsored Medicare plans while considering budget and health needs.
Life Insurance
We offer various life insurance solutions to protect loved ones financially. Our policies provide death benefits to cover funeral expenses, debts, and future needs. We help clients choose between term and permanent life insurance based on their financial goals and family requirements.
Annuities
Annuities provide guaranteed income streams for retirement planning. We offer fixed, variable, and indexed annuity options to help clients grow funds tax-deferred. Our specialists explain payout options and help determine appropriate strategies for long-term financial security.
Long Term Care Insurance
This insurance covers extended care costs beyond standard health insurance. We provide solutions for individuals and businesses, including voluntary employee benefits. Our plans help maintain quality of life during prolonged health issues while reducing financial stress through customized coverage options.
Business Insurance
We design custom insurance packages for small businesses with 2-49 employees. Our offerings include general liability, professional liability, workers' compensation, and group health plans. We help business owners identify risks and source competitive rates from multiple carriers.
People
B. Jayne Levy
Principal
Licensed since 1991 with LUTCF designation, Jayne specializes in Medicare planning and small business insurance. She holds a Financial Planning Certificate from Fairleigh Dickinson University and uses teaching experience to educate clients about insurance options.
Questions
What insurance services do you offer?
We provide life insurance, Medicare supplements, annuities, long term care insurance, business insurance, and retirement planning services for individuals and small businesses.
How can you help with Medicare planning?
Our licensed specialists explain Medicare options, help select appropriate Medigap plans, and provide ongoing support for enrollment changes and policy updates throughout the year.
Do you offer business insurance solutions?
Yes, we create customized commercial insurance packages including liability coverage, workers' compensation, and group health plans for businesses with 2-49 employees.
Are your services available outside New Jersey?
We serve clients in South Carolina, New Jersey, Pennsylvania, New York, and Florida with both in-person consultations and remote support options.
How do you handle client consultations?
We use a six-step process starting with needs assessment, followed by strategy development, implementation, and ongoing monitoring of insurance and financial plans.
