More than a broker, your partner.
Full Service Insurance Agency for Businesses and Individuals
More than a broker, your partner.
Full Service Insurance Agency for Businesses and Individuals
Full Service Insurance Agency for Businesses and Individuals
Full Service Insurance Agency for Businesses and Individuals
Founded in 1995.
Everyone needs effective and affordable guidance in a complex insurance and financial market . Let us do the analysis to determine the plan for you. We can develop a plan that fits your goals and budget.
We know that service and commitment to solutions is what sets us apart. We do not compete on price. Our clients know that we are a trusted partner that will seek out the best value in developing and maintaining a financial and benefit program.
We work tirelessly to stay informed about the latest changes in the insurance markets. We can provide you information and guidance and prepare you for the unexpected changes.
As a top budget item for employers, our goal is to ensure that employer and employees get the best coverage at the best pricing. Moreover, we strive for employees to understand the mechanics and value of the coverage provided. From RFP to compliance, Wealth Preservation has you covered.
When your insurance is not provider by an employer, we have solutions. If you are retiring or considering switching to Medicare, we offer consultations on the transition.
Business owners and high income earners have specialized needs. We have solutions to bridge the gap. You can turn to Wealth Preservation as your trusted advisor.
Jay M. Weinstein, founding Principal of Wealth Preservation, Inc, specializes in the areas of life insurance, estate conservation, retirement planning, charitable strategies , long term care planning and employee benefits. Accomplishments: Jay is a member of the prestigious Million Dollar Round Table, Baltimore Estate Planning Council, and International Forum. He is also an AEP (Accredited Estate Planner)and Chartered Financial Consultant Specialties: Personal and Business Solutions
Dawn spends her time overseeing the day-to-day operations of the company and handles the office administration. She is also a licensed Insurance broker who represents the client (rather than the insurance company) to find the best policy to suit their needs at an affordable price. She is very knowledgeable on advising clients on life, disability and long-term care insurance. Dawn also provides excellent customer service. With over 30 years of experience in the insurance industry, Dawn has learned to navigate the pros and cons of many insurance companies to determine the best fit for the client. PRINCIPLES I FOLLOW • put the needs of the client first • have extensive knowledge of available insurance products to educate client • make sure all confidential documents are kept in a secure, protected place • present yourself as a consummate professional • be a good listener, good communicator and show empathy • be honest • treat clients the way you would want to be treated
Susan has over 25 years of industry experience. Her role begins and ends with client satisfaction. From finding innovative cost controls to increasing employee engagement, development of your program and finding solutions are a core competency.
Please send us a message if you have any questions.
Feel free to fax any documents to (443) 632-0470
Monday - Friday: 9am - 5pm
Saturday - Sunday: Closed
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