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Life Insurance

Life has a way of throwing you curveballs. Hit back with a plan that protects you and your business against the unexpected. Our team has been expertly crafting coverage to help ease the blow of life’s what-if moments.  

Helping Life Insurance Clients

Marriage, new baby, new home, increased income, or a new business arrangement can affect your goals. Losing someone can send your life spiraling. Keep your life and business on track with coverage that understands the small details and the bigger picture.

Related Products & Services

  • Key Person Life Insurance
  • Buy-Sell, Business Continuity
  • Executive Bonus, Deferred Compensation
  • Estate Planning

Insuring your income is like guaranteeing you'll never miss a paycheck, even if you’re unable to work. With the right coverage, your income can last long-term.

Related Products & Services

  • Long-Term Disability
  • Disability Buy-Out
  • Overhead Expense Insurance

We specialize in unique situations. A consultative approach, complimentary policy review and confidential concierge service make it simple for Risk Strategies to craft coverage tailored to your life and needs.

 

Related Products & Services

  • Long Term Care Insurance
  • Term Insurance
  • Permanent Life Insurance
PROVEN RESULTS

Our Team Has:

95%

Client Retention Rate

25

years of experience

7

dedicated professionals

Speak to one of our representatives about our products and services.

Jordan Bergstein

Leadership Profile

Jordan Bergstein

Executive Vice President and Life Division Leader

Joining with the 2007 Risk Strategies acquisition of JSB associates, an insurance brokerage he founded in 1998, Jordan has over 25 years of experience in Life Insurance planning. His prior experience includes positions with Daniels Capital Strategies and Northwestern Mutual Life. Jordan holds Series 6 and Series 63 securities licenses, and a certificate in financial planning from New York University.