The Zimdars Company, Inc. is a third generation, independent life insurance sales and consulting firm located in Madison, Wisconsin for 75 years. Our highly-trained professional staff has over 100 years of combined insurance experience. We have always been impressed with their knowledge, expertise, integrity, and caring approach.
That your older, more affluent clients can complete an insurance physical exam "off-the-record" to avoid any unwanted negative outcomes from being coded into the Medical Information Bureau (MIB)?If you or your client has a life insurance need or problem and there is concern about avoiding a negative insurability outcome, please contact us for more information on our unique Confidential Comprehensive Insurability Program (CCIP).
That long term care insurance is available as a rider on certain life insurance policies? Some policies keep the death benefit to a minimum in order to maximize long term care policy benefits. This policy design has the advantage of guaranteed, increasing long term care benefits at a guaranteed premium.
That your older, more affluent clients can complete an insurance physical exam "off-the-record" to avoid any unwanted negative outcomes from being coded into the Medical Information Bureau (MIB)?If you or your client has a life insurance need or problem and there is concern about avoiding a negative insurability outcome, please contact us for more information on our unique Confidential Comprehensive Insurability Program (CCIP).
That long term care insurance is available as a rider on certain life insurance policies? Some policies keep the death benefit to a minimum in order to maximize long term care policy benefits. This policy design has the advantage of guaranteed, increasing long term care benefits at a guaranteed premium.
Services
We suggest you gather your life insurance policies, accompanying documentation such as annual statements and illustrations of policy performance, and any life insurance company correspondence.
You may call or email us to schedule a no-fee consultative appointment, or to answer questions in advance of scheduling an appointment.
You may call or email us to schedule a no-fee consultative appointment, or to answer questions in advance of scheduling an appointment.
Finding the right life insurance to meet your needs can be an agonizing process.
The following is a life insurance primer designed to help educate you on the different types of life insurance so you can be better informed about your alternatives.
Once you think you have found the appropriate types of life insurance that may meet your needs, we suggest searching our checklists of life insurance questions in the Resources section of our website.
Term insurance is most appropriate when a large death benefit is required and there are cash flow limitations.
The following is a life insurance primer designed to help educate you on the different types of life insurance so you can be better informed about your alternatives.
Once you think you have found the appropriate types of life insurance that may meet your needs, we suggest searching our checklists of life insurance questions in the Resources section of our website.
Term insurance is most appropriate when a large death benefit is required and there are cash flow limitations.
Can you imagine a multimillion dollar investment portfolio that has not been reviewed for years?
People strive to manage their investments carefully.
But what about a multimillion dollar life insurance portfolio?
Often, the policies get tossed in a drawer or file and are not reviewed for many years.
If your life insurance policies will be in force when they are needed for a death benefit?
This analysis is a combination of life insurance tax analysis and life insurance cost analysis.
To begin the Life Insurance Portfolio Management Analysis, we consult with you, your legal advisor and your tax advisor to understand the goals for your life insurance portfolio as a portion of your estate or business plan.
People strive to manage their investments carefully.
But what about a multimillion dollar life insurance portfolio?
Often, the policies get tossed in a drawer or file and are not reviewed for many years.
If your life insurance policies will be in force when they are needed for a death benefit?
This analysis is a combination of life insurance tax analysis and life insurance cost analysis.
To begin the Life Insurance Portfolio Management Analysis, we consult with you, your legal advisor and your tax advisor to understand the goals for your life insurance portfolio as a portion of your estate or business plan.
Our firm has had the privilege of working with four generations of one family, and two or three generations of many other families.
These long term relationships reflect our clients' trust in us and our ongoing commitment to our clients.
Because of our independent consultative approach, we act in an advisory capacity to many CPAs, attorneys and financial advisors.
We believe our clients are best served when their legal, tax, financial and insurance advisors work as a team to best meet our clients' needs.
These long term relationships reflect our clients' trust in us and our ongoing commitment to our clients.
Because of our independent consultative approach, we act in an advisory capacity to many CPAs, attorneys and financial advisors.
We believe our clients are best served when their legal, tax, financial and insurance advisors work as a team to best meet our clients' needs.
The Zimdars Company, Inc. is a third generation, independent life insurance sales and consulting firm located in Madison, Wisconsin for 75 years.
Our firm specializes in business insurance, life settlements, long term care insurance, and personal estate planning insurance.
Rather than represent a particular insurance company, we work as independent agents and consultants to represent our clients.
After we consult with our clients to identify and assess their insurance needs, we evaluate and recommend the insurance companies and policies that best meet their needs.
Our firm specializes in business insurance, life settlements, long term care insurance, and personal estate planning insurance.
Rather than represent a particular insurance company, we work as independent agents and consultants to represent our clients.
After we consult with our clients to identify and assess their insurance needs, we evaluate and recommend the insurance companies and policies that best meet their needs.
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