PROTECTION


Using proven strategies to hedge against the various risks and uncertainties that are embedded in everyday life, our team is able to plan, design and implement a strong protection plan to aid you in your personal and business affairs.

BUSINESS STRATEGIES:       plans intended to shield your business from external risks.

Executive Bonus Plan:           used to reward, incentivize and retain key employees.

Buy/Sell Agreements:            used to divide the interest in a business amongst partners.

Premium Financing:               three main types: Estate Planning, Business Purpose & Charitable Giving 

 

     1. Estate Planning:            helps ensure the right people will receive the right property at the right time.

     2. Business Purpose:         management succession plans that outline the future of a company. 

     3. Charitable Giving:         wealth replacement trust that allows charitably minded persons to allocate their                                                      assets accordingly.

INDIVIDUAL STRATEGIES:    plans aimed to serve as a safeguard for both you and your loved ones way of life.
 

Universal Life:                         gives consumers flexibility in the premium payments, death benefits and the                                                            savings element of the plans. 

Term Life:                                 plan that is set for a specified period of time at a competitive price point.

Whole Life:                              caters to long-term goals by offering consistent premiums and guaranteed                                                              cash value accumulation.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

WHO WE ARE

WHAT WE DO

HOW TO REACH US

Medina Private Wealth
555 Madison Ave
,  Floor 5
New York, NY 10022
212-687-5392
 ext 1
Joe@Jamwealth.com

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Securities and advisory services offered through Cetera Advisors LLC, member FINRASIPC. Cetera is under separate ownership from any other named entity.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.CeteraAdvisors.com

 

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