Where Your Success Comes First
At CBIZ, we proudly specialize in safeguarding what matters most to you, your family and business. With personalized insurance solutions and actionable guidance every step of the way, we are committed to delivering lasting peace of mind and reliable protection you can always count on. Contact us today to secure your future.
Insurance Solutions
Choosing the best plan to protect your family, wealth, legacy, and lifestyle can be complex. Our team of professionals are here to help. We’ll work with you to design a policy that meets your unique needs.
Estate Planning & Wealth Transfer
Estate and wealth transfer planning is the process of managing and distributing your assets according to your wishes, while minimizing taxes and protecting your legacy. It includes creating wills, trusts, and other strategies to secure your financial future and provide for loved ones.
Income & Mortgage Protection
Life insurance can protect your income or cover the remainder of your mortgage in the event of your passing.
Charitable Contribution
Use life insurance to support your favorite charities while preserving your assets. This strategy enables you to make an impact without a financial burden, ensuring your legacy benefits future generations.
Longevity Planning
Guard your retirement resources by ensuring they last throughout your lifetime, providing a financial safety net as you age.
Guaranteed Income
Secure a steady stream of guaranteed income with annuity solutions designed to provide predictable cash flow.
Asset Protection
Protect your assets with life insurance, offering a secure foundation for your estate and providing an income tax-free death benefit to your beneficiaries.
CBIZ offers a variety of individual insurance products to provide you with a curated policy that meets your unique needs.
Life Insurance
Life insurance provides financial protection for your loved ones, offering a lump sum benefit to cover living expenses, debts, and future needs. It can also serve as an important tool for estate planning, wealth transfer, and charitable planning.
Annuities
An annuity is a tax-advantage retirement savings option that can help build predictable assets while you’re working. After you retire, it can create a guaranteed stream of income that could last for the rest of your life.
Life Settlements
Life settlements allow policyholders to sell their no longer needed life insurance policy for a lump sum, unlocking the value of an underused asset for immediate financial flexibility.
Long-Term Care Insurance
Long-term care insurance provides financial protection by covering the high costs of extended care services, reducing the burden on personal savings and family members. It also offers peace of mind, ensuring access to quality care when needed, whether at home or in a specialized facility.
Disability Insurance
A disability insurance policy provides an income replacement if you can no longer work due to a disability.
Protect your leadership team with executive risk insurance, covering liability for directors and officers, errors and omissions. Ensure peace of mind with tailored solutions for complex corporate exposures.
Homeowners
Protect your home and belongings with personalized insurance coverage tailored to your needs.
Automobile
Safeguard your vehicle and finances with comprehensive auto insurance coverage.
Umbrella
Enhance your protection with additional coverage beyond primary policies to safeguard your assets.
Flood
Ensure your home and belongings are protected with comprehensive flood insurance coverage.
Watercraft
Protect your off-road, motorhome, or other recreational vehicles with comprehensive coverage.
Recreational Vehicles
Secure comprehensive coverage for your motorhome, off-road vehicles, and more.
Explore tailored insurance solutions for affluent individuals. We protect your lifestyle with personalized coverage for homes, automobiles, and valuable assets. Our dedicated advisors provide exclusive, discreet support to safeguard your wealth and ensure peace of mind.
High-Value Homeowners
Extensive coverage for your luxury homes, art, antiques and personal belongings, including replacement costs and liability protection.
Private Automobile
Protection for your exotic, luxury, and classic vehicles with customization and restoration coverage.
Excess/Umbrella
Enhance your coverage with additional coverage beyond primary policies to safeguard your wealth against large claims and lawsuits.
Fine Arts & Collectibles
Secure your high-value art, jewelry, and antiques to ensure full protection against theft or damage.
Personal Liability
Safeguards affluent individuals from liability risks, cyber threats, and personal security.
Domestic Workers
Protects against risks associated with household employees like nannies, maids, and caregivers.
Visit Our Site
Are you a producer looking to work with CBIZ Individual Insurance Solutions? Visit our website to learn more about the resources available to you
Tools & Resources
Find the Right Coverage for You
Life insurance can provide financial security for you and your loved ones, whether you’re covering future expenses, protecting your assets, or leaving a legacy. Determining the right amount can be challenging, as it depends on your goals, needs, and what you want to protect. Use our life insurance calculator to help guide your decision-making process.
Ready to take the next step in protecting yourself with the best in the business? No matter where you are in life, we offer life insurance policies tailored to meet your needs and provide the security you deserve. Simply click below to begin the quote process, and our insurance partners will review your information and be in touch.
A change in your life could mean it’s time to change your life insurance. You may need more coverage, less coverage, or even a different type of insurance. Connect with our team today to talk more about reviewing your life insurance policy.
