Why Should Insurance be Part of Every Discussion on Wealth Management?
Planning is a long term process. You need to be prepared for unforeseen eventualities that may derail your financial plan.
How will your company, family and those you love manage financially if something were to happen to you? Insurance is only top of mind when purchasing new coverage, using it, or unfortunately, when it is too late. The rest of the time, it stays tucked away in the back of the drawer. Having the right insurance not only protects your health and financial assets but also helps you retire comfortably and provides a legacy for those that you love when you are gone.
More than 30 years from our beginning, our commitment to providing service and support to our clients has never wavered. Whether a business, family or individual, we help clients with their planning at all stages of life. Our clients’ needs have always dictated the direction of our agency. While insurance will always be a critical part of our planning process, our new name, Jolles Financial, better demonstrates our broader focus on wealth management. While we are fully focused on supporting your comprehensive planning needs, to better serve your employee benefit needs, we are excited to announce that Lisa Jolles and Jolles Insurance are now part Kelly Benefits Strategies! We are thrilled to become part of the Kelly Benefits team and we look forward to continuing to provide you with the personal experience that you are accustomed to along with the resources of a larger firm. Reach Lisa directly at: LJolles@Kellybenefits.com
Click here to learn more about Kelly Benefits Strategies.
To protect lives and assets through insurance and financial services and to provide exemplary services from the moment you entrust us as your advisor. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you. We are committed to protecting you, our client, today, tomorrow and for life.
We are dedicated to supporting your financial goals with personalized financial services that are based on a “protection first” planning approach. The focus of this approach is on getting to know you, your financial goals and your objectives for retirement.
Once we know your vision for the future, we can help you understand your risk tolerance and time horizons to help you become more financially confident, and to help us create a wealth management strategy that fits your financial goals and retirement dreams.
GROUP INSURANCE- Health, Life and AD&D, Short & Long Term Disability, Dental, VisionAll of our group insurance services are coordinated through Lisa Jolles and Kelly Benefit Strategies. For questions regarding these benefits reach Ljolles@kellybenefitstrategies.com
LIFE INSURANCELife insurance can be looked at as a parachute or roof over your head. It is an integral part of your overall planning and should be carefully researched before deciding on the most appropriate type of coverage to meet your needs.
DISABILITY INSURANCEYour most valuable asset is your ability to earn an income. Disability insurance is paycheck protection. We can research and design you personalized disability strategy to protect you, your family and your assets.
LONG TERM CARE STRATEGIESMany people think that "long-term care" only refers to an insurance policy. While insurance may be part of your strategy, it can include everything from long-term services, family support and financial considerations. This can include where you will live and how you will navigate the myriad of legal, family, and social dynamics along the way.
ANNUITIESThere are several types of annuity products. Whether you are looking for income options, legacy planning tools or spousal protection. Jolles Financial can tailor a plan to meet your specific goals.
EXECUTIVE BENEFITSThe loss of a key employee can have a devastating effect on a small business. We can provide life and disability insurance strategies that will protect your company. We work closely with Attorney’s, CPA’s and other professionals to help you develop a sound strategy for protecting Key Executives and owners.
It is our greatest priority that our clients be prepared for life's challenges. While having the right protection and proper planning in place is our priority, our commitment extends well beyond. We are committed to helping our clients protect the most important asset they have: their health status. To this end, we are a proactive leader in promoting wellness, committed to protecting our clients today, tomorrow and for life.
As an agency, Jolles Insurance makes wellness a priority for its staff, clients and the community. We are the largest supporter of We Promote Health, Inc., a local Howard County 501(c)3 non-profit, whose mission is to promote healthy lifestyles in schools, workplaces and the community. Members of the Jolles team fill key positions within the non-profit and donate hundreds of hours volunteering to support its many activities and programs year-round. Providing wellness strategies for both you and your workplace is another value-added benefit of working with Jolles Insurance.
Lisa Jolles is frequently called upon by WBAL News where there are timely healthcare issues. Jolles Insurance prides itself on being up to date on issues that matter to our clients.
7/2017 - Lisa responds on Channel 11 News, about the recent dispute between Carefirst and Anne Arundel Medical Center. This has since been settled.