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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This site is published for residents of the United States only. Securities offered through Newbridge Securities Corporation, Member FINRA, SIPC and Investment Advisory Services offered through Newbridge Financial Services Group Inc. an SEC Registered Investment Adviser. Office of Supervisory Jurisdiction: 1200 North Federal Highway, Suite 400, Boca Raton, FL 33432 Toll-Free #: 877-447-9625 Phone: 954-334-3450 Fax: 954-489-2390

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