Jonathan Marcus Insurance

What we do:

📌 Protecting your assets: motor, homeowners, business and professional liability insurance

📌 Ensuring your mortgage life and structural insurance requirements are provided for at competitive prices

📌 Making sure you are properly cared for in the event of illness - private health and long-term care insurance

📌 Making sure your family's financial future is planned for and secure - term life insurance

📌 Trouble free foreign travel - Travel insurance providing full coverage whilst you are abroad* Trouble

📌 Planning your financial future - Long-term savings, pensions, study funds and portfolio management, personally managed provident funds (IRA)

📌 Certified Financial Planner (CFP)

Phone: 972-2-5634645
Mobile: 972-54-4757622
Fax: 972-2-5916099
Email: [email protected]

Our Mission

Our aim is to provide our clients with an optimal solution to their insurance and financial needs, via detailed financial analysis and planning, ensuring that they will have the peace of mind that comes from knowing that their insurance and financial needs are being taken care of by seasoned, skilled professionals, who place the customer's interests first.

Phone: 972-2-5634645
Mobile: 972-54-4757622
Fax: 972-2-5916099
Email: [email protected]

Insurance needs to be planned
In order to protect yourself properly, you don't need all of the insurances that are available in the market. It depends on what you need to protect - and this means different things to different people.
A few examples:
* People whose children are grown up and no longer dependent on them possibly no longer need term life insurance. This also applies to singles who have nobody dependent on them.
* There are those who own income-generating assets - an apartment that is rented, a business with an ongoing stream of revenues, an annuity that comes in regularly - this needs to be taken into account when setting up life insurance.
On the other hand,, the decision to take out private health insurance has nothing to do with your current state of health - you may be currently fighting fit and long may you stay that way, but who knows....

Juts started a Certified Financial Planner course -a 20-montn program that will enabe me to build a well-palnned financial future for my clients, taking inot account all of thier assersets, liabilities, needs, desires and dreams.
With people retiring now needing toi pan for 30 years after they retire, proper financial planning is now essential - the dasys of retiring on your pension plan are no longer a reality.
I hope to post information and ideas as the course proceeds.