Bjl Financial Services

At BJL Financial Services, we have a long history of providing exceptional insurance and investment services to individuals and small businesses. With over 20 years of experience in the industry, our team, led by Jayne Levy, is dedicated to helping our clients achieve their financial goals.

Our History

Our story began in 1991, when Jayne founded BJL Financial Services with a vision to provide personalized insurance and investment solutions to individuals and small businesses. Over the years, we have built a reputation for trust, expertise, and exceptional service. Our team is committed to understanding the unique needs of each client and providing customized solutions to help them achieve their financial goals.

Our Services

At BJL Financial Services, we offer a wide range of insurance and investment products and services, including:

• Life Insurance: We provide a variety of life insurance options, including term life, whole life, and universal life insurance.
• Medicare Supplements: As a licensed Medicare Supplements expert, we help individuals aged 65 and over navigate the complexities of Medicare and find the right supplemental coverage.
• Annuities: Our annuity products are designed to provide a steady income stream in retirement and ensure a secure financial future.
• Group Health Insurance: We offer a range of group health insurance options, including health reimbursement arrangements, health savings accounts, and simple IRA's and 401k's.
• Long Term Care Insurance: Our long term care insurance options help individuals and families prepare for the potential costs of long term care.

Our Process

At BJL Financial Services, we believe in a personalized approach to insurance and investment planning. Our process is designed to educate and empower our clients, enabling them to make informed decisions about their financial futures.

1. Establish and define the client-representative relationship

2. Gather client data and goals

3. Analyze and evaluate the client's financial status

4. Develop and present financial service strategies and/or alternatives

5. Implement the financial strategy

6. Monitor the progress and make updates as necessary

Our Expertise

Our team of experts, led by Jayne Levy, is committed to staying ahead of the curve when it comes to changes in the insurance and investment industries. We are licensed to market Medicare Advantage plans and Medicare Prescription Drug Plans, and our team has completed advanced courses to ensure we are always up-to-date on the latest products and services.

Why Choose Us?

At BJL Financial Services, we are dedicated to providing exceptional service, expertise, and results. We take the time to understand our clients' unique needs and goals, and we are committed to helping them achieve their financial futures. Whether you are an individual or a small business, we are here to help you navigate the complexities of insurance and investment planning.