Jules and Carol Einhorn welcome you to TriSure Group, an independent specialized insurance planning firm committed to creating solutions to protect families and businesses in the areas of life, long term care and disability insurance.
As experienced, knowledgeable veterans in the insurance industry, we prudently evaluate your situation, partner with you and your advisors to explore effective options and develop creative strategies tailored to your goals and needs.
At TriSure Group, we ask meaningful, substantial questions and then, listen carefully to your answers. We believe that insurance products can be valuable tools to secure your financial future and help you achieve your personal, family and business goals.
“One of the greatest expressions of love is insurance. No one buys insurance unless they love something or someone- their business, their family, a favorite charity.” Jules Einhorn
Questions we ask include:
- How would the comfortable lifestyle (standard of living) of your spouse or family change if you were to die tomorrow?
- What would happen if you or a loved one were faced with an additional, ongoing monthly expense of $10,000 or more due to disability or the cost of long term care?
- How would your business cope with the death or long term disability of you, your partner(s), or a key employee?
Our process includes the following steps:
- Listening carefully to the answers of the questions we pose.
- Working with you and your other advisors to examine your current financial status.
- Determining any problems you may have.
- Developing strategies to solve your problems and meet your financial goals.
- Developing a personal plan to help you implement these strategies.
- Reviewing your situation on a regular basis.