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JACOBSON FINANCIAL & INSURANCE GROUP
Commercial Insurance and Energy Brokers

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Professional Insurance Agents


Lee Jacobson, President
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Welcome to our website today!

THANK YOU FOR VISITING OUR WEBSITE TODAY


WE HAVE INCLUDED A LOT OF HELPFUL INFORMATION HERE FOR YOU, SO PLEASE FEEL FREE TO SURF OUR SITE AT YOUR LEISURE, AND LET US KNOW ANY WAY WE CAN BE HELPFUL TO YOU OR TO YOUR COMPANY.  OUR REPRESENTATION, AND EXTENSIVE KNOWLEDGE AND EXPERIENCE PROVIDE CLIENTS THE OPPORTUNITY FOR ONE STOP SHOPPING FOR ALL YOUR COMMERCIAL OR PERSONAL INSURANCE NEEDS!

PLUS WE PROVIDE SERVICES WHICH NO OTHER AGENCY OFFERS - NAMELY SAVINGS ON YOUR BUSINESS ELECTRIC AND NATURAL GAS THROUGH TOP DEREGULATED ENERGY PROVIDERS AND  MERCHANT SERVICES FOR SAVINGS ON CREDIT CARD PROCESSING COSTS!

ALL THESE SERVICES CAN RESULT IN MEANINGFUL SAVINGS WHICH CAN LEAD TO BETTER PROFITABILITY. A BETTER BOTTOM LINE WILL PLEASE YOUR ACCOUNTANTS AND BANKERS, AS WELL AS EMPLOYEES IN JEOPARDY OF LAYOFF, AND MORE COMPETITIVELY PRICED PRODUCTS/SERVICES.   

THE WORK WE DO FOR CLIENTS FALLS INTO ONE OF THE FOLLOWING CATEGORIES:


Commercial - Property & Casualty Insurance & Bonds

Personal - Family Property & Casualty Insurance

Employee Benefits for all size companies

Commercial / Personal Life & Health Insurance & Annuities

NEW!  Commercial Deregulated Electricity & Natural Gas

NEW!  Merchant Services for lower credit card processing fees, and more 


 



INTRODUCING DEREGULATED ELECTRIC & NATURAL GAS

DEREGULATED ENERGY IS HERE,  AND IT MAKES GREAT FISCAL SENSE.  WE WORK WITH OVER 15 ENERGY PROVIDERS TO PROVIDE OUR CLIENTS MEANINGFUL SAVINGS ON THEIR COMMERCIAL ELECTRICITY AND NATURAL GAS USE. 

Deregulation of the public utility's past monopoly has resulted in the ability to offer clients cost saving rates for the energy they require, with savings as much as 40% less than the public utility charges.   The utility is still mandated by law to deliver and service your power for outages or equipment failures.  We can offer guaranteed fixed rates for multiple year terms, guaranteed not to increase.  Our focus is on accounts with no less than 15,000 or more KwH, and no top limit.  

Provide us with a current copy of your commercial electric and natural gas bills to review for a no-obligation proposal.  Our back room staff will generally provide proposal information within a weeks time. If you are getting your energy from the public utility,  we can likely save you money which you can use for other things !

Types of businesses we can likely help are:  Groceries, Liquor stores, Retail or Wholesale, Auto Dealerships, Apartment buildings, Schools, Venues, Manufacturers, Food Processors, Medical offices, clinics and many others.  No business is too small or large to help!  Whatever the savings available,  it is your money to reclaim!


CONTACT LEE JACOBSON 847-294-5439, for more information

 


 

INTRODUCING MERCHANT SERVICES

IF YOUR BUSINESS ALLOWS CUSTOMERS TO PAY FOR YOUR PRODUCTS OR SERVICES WITH CREDIT CARDS, YOU ALREADY KNOW THAT PROCESSING FEES TAKE A BIG BITE OUT OF YOUR SALES. WE WILL HELP YOU TO LOWER THIS COST, GUARANTEED!

SOMETIMES THESE TRANSACTION FEES ARE NOT APPROPRIATELY SHOWN ON YOUR INVOICE TO TELL YOU EXACTLY WHAT YOU ARE PAYING ON EACH CHARGE, AND IS LUMPED TOGETHER WITH OTHER CHARGES.  THIS IS OFTEN A SIGN THAT THERE MAY BE HIDDEN CHARGES PADDED IN, AND YOU MAY BE PAYING MUCH MORE THAN YOU SHOULD.  FURTHER, MANY COMPANIES WHO PROCESS YOUR CHARGES DO NOT ACTUALLY CREDIT THE FUNDS TO YOUR ACCOUNT UNTIL 3-5 DAYS AFTER THE CHARGE.  IMAGINE THAT!

WE GUARANTEE WE WILL PROVIDE THE LOWEST TRANSACTIONAL COST, AND WITHOUT ANY APPLICATION FEES OR SETUP FEES.  EQUIPMENT REPLACEMENTS ARE FREE, AS IS ANY TERMINAL PROGRAMMING.

WE PROVIDE NEXT DAY FUNDING.

OUR BROKERAGE IS THE LARGEST INDEPENDENTLY OWNED REGISTERED MSP/ISO REGISTERED WITH VISA & MASTERCARD, AND DUE TO OUR VOLUME PROVIDES CLIENTS WITH INTERCHANGE PLUS PRICING, ENABLING CLIENTS TO AVAIL OF THE LOWEST CREDIT CARD PROCESSING COST - GUARANTEED!  THERE ARE DEFINITE ADVANTAGES TO GAIN ACCESS TO AN ORGANIZATION WHICH HAS BEEN IN BUSINESS FOR OVER 20 YEARS AND MANAGES OVER 36,000 MERCHANTS WHICH PROCESS OVER $230,000,000 A MONTH THROUGH U.S. BANK COMPANIES AND OTHERS. 

WHY PAY MORE FOR YOUR CREDIT CARD TRANSACTIONS THAN YOU NEED TO.  COULDN'T YOU USE SAVINGS SOMEWHERE ELSE TO BE MORE PROFITABLE, MORE COMPETITIVE, OR JUST PAY DOWN SOME DEBT?

TO GET STARTED, PROVIDE US A COPY OF THE "DETAILED" CREDIT CARD STATEMENT THAT SHOWS THE INTERCHANGE AND FEES ITEMIZED PER CHARGE, AND WE WILL PROVIDE A NO OBLIGATION REVIEW AND WE WILL PROVIDE OUR HELPFUL DETAILED COST SAVINGS ANALYSIS.  WE HAVE SAVED CLIENTS SIGNIFICANT SUMS, AND VERY LIKELY COULD BE AS MEANINGFUL TO YOUR COMPANY.

Contact LEE JACOBSON 847-294-5439 for more information.

 


 

INTRODUCING INSURANCE SERVICES


WE WORK WITH TOP INSURERS, WHO OFFER GREAT INSURANCE POLICIES FOR THE FOLLOWING NEEDS, AND ARE COMPETITIVE AND COMPREHENSIVE.    I WOULD LOVE AN OPPORTUNITY TO HELP YOU AND MAKE YOU A HAPPY CLIENT TOO.  LET US SUCCEED FOR YOU AS WE HAVE FOR OTHERS:


AUTO - HOME COMBINATION PACKAGES

APARTMENT BUILDINGS OF ALL SIZES - SHOPPING CENTERS - OFFICE BUILDINGS

LIFE INSURANCE - TERM OR UNIVERSAL LIFE - BUSINESS OR PERSONAL NEEDS

DISABILITY INCOME - LONG TERM CARE

FOOD PROCESSING - OTHER MANUFACTURING

IMPORT / EXPORT - DISTRIBUTORS

RETAIL - WHOLESALE

GENERAL CONTRACTORS - TRADE CONTRACTORS - REMODELING CONTRACTORS

PROFESSIONS:  LEGAL, MEDICAL, ACCOUNTING, TECHNOLOGY

EMPLOYEE BENEFITS - MEDICAL, LIFE, DENTAL, DISABILITY


Contact LEE JACOBSON 847-294-5439, for more information




HAVE YOU?


1.  INSURED YOUR PARTNER SO THAT IF HE DIES YOU WILL NOT FIND YOURSELF IN PARTNERSHIP WITH HIS WIFE OR CHILDREN?  DO YOU HAVE A KEY EMPLOYEE WHOSE DEMISE WOULD CAUSE A SERIOUS ECONOMIC COST TO REPLACE?

2.  CHECKED YOUR WIFE'S JEWELRY APPRAISALS TO MAKE SURE THAT VALUES ARE CURRENT, NOT UNDER VALUED 15 YEARS AGO?   WHAT HAVEN'T YOU SCHEDULED?

3.  UPDATED YOUR WILLS OR TRUSTS RECENTLY?  ARE YOU TAKING ADVANTAGE OF CURRENT ESTATE PLANNING RULES?  DO YOU EVEN HAVE AN ESTATE PLAN?

4.  PURCHASED ALL THE LIFE INSURANCE YOU NEED TO COVER THE REST OF YOUR LIFE'S NEEDS SHOULD YOUR HEALTH CHANGE? 


  Contact LEE JACOBSON AT 847-294-5439, FOR MORE INFORMATION



WE PLEDGE TO BE FRUGAL - AND CARE JUST AS IF IT WAS BEING DESIGNED FOR OURSELVES.  AND THANK YOU IN ADVANCE FOR YOUR CONSIDERATIONS...

INVITE US TO REVIEW YOUR COVERAGE NEEDS,ELECTRIC/GAS UTILITY BILLS, AND CREDIT CARD STATEMENTS FOR POTENTIAL AREAS OF SAVINGS. OFTEN WHILE DOING SO, WE WILL UNCOVER OMISSIONS, POOR POLICY LANGUAGE, CLASSIFICATION ERRORS OR OUTDATED COVERAGES NO LONGER REQUIRED. 

EVER STRIVING TO PROVIDE THE BEST POSSIBLE WORK FOR YOUR UNIQUE DEMANDS, AND WITH 38 YEARS EXPERIENCE, BE ASSURED THAT IF HIRED TO DO YOUR WORK,  MY VERSATILE EXPERIENCE ON ALL FORMS OF INSURANCE,  AND NOW MERCHANT SERVICES & ENERGY, CAN BE INVALUABLE. 


LEE JACOBSON,  PRESIDENT

 


 



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