Insurance Services

How much life insurance do I need?  Are annuities ever a smart investment? Are non-U.S. insurance policies appropriate for U.S. taxpayers?

MaimonWealth has an extensive referral network of qualified insurance advisors. We coordinate with your insurance broker to seamlessly integrate the insurance solution with your overall financial plan.​

Let’s Talk!

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your circumstances, we’d be pleased to hear from you. Please be in touch.

Phone
Israel  

+972 72-215-8580

Phone  
US

+1-212-444-1578

Email
Address