Personal Finance & Life Insurance Advisory Services

Family Photo Shoot September 12, 2014 - 1 of 1.png

Jeffrey I. Schreier, CPA, Esq.

With more than twenty years in the financial and legal industries, Jeff Schreier has a passion for helping families and individuals develop a financial plan that meets their unique situation and goals. With a Juris Doctorate and LL.M. in Tax Law from Georgetown University Law Center, an undergraduate degree in Accounting and MBA from Loyola University Maryland, he is able to effectively evaluate potential options and make recommendations to protect you and your family. Mr. Schreier is a Certified Public Accountant, a member of the Maryland State Bar, and a licensed insurance agent in the state of Maryland.

Providing financial advice to individuals and families.

As a licensed agent with Symmetry Financial Group, a nationally recognized organization offering life insurance solutions including mortgage protection, disability, retirement protection, term life and more, I work with more than 30 top insurance carriers. I can help you find personalized coverage to fit your budget and situation. I have the resources to provide you with endless options, the best coverage, and prices that fit your family’s needs. I am confident that we can customize the best plan for you and your family.

 

Contact Us

jschreier@jschreierassociates.com
(202) 681-6724

Life Insurance

 

Mortgage Protection
Insurance

7 in 10 American households are dependent on two incomes. A home mortgage is typically any American family’s biggest investment and their largest monthly expense. Mortgage protection insurance is more than just a safeguard, it’s an investment in your family’s future. With the proper coverage, you can rest easy knowing your family will never lose their home, even if an unthinkable tragedy should occur.

 

Final Expense Insurance

Final expenses are costs that arise at the time of a person’s death, including burial costs and medical expenses. Final Expense is a whole life insurance policy designed to pay off these expenses upon death that enables families to properly grieve their loved ones without the burden of large debts of unplanned costs.

 

Term Life
Insurance

Term life insurance is considered the most affordable type of life insurance. Coverage is set for a fixed period of time that you choose, anywhere from 10 to 30 years, depending on your age and health. Many term life plans can be purchased without the need for a physical exam. We offer several term life options so that the coverage you select best matches your needs.

 

Universal Life
Insurance

Universal Life is permanent life insurance with flexible premiums and adjustable benefits. In addition to its cash values, which can be used for children’s educations, it can supplement retirement income and be used for incidental expenses. This plan is considered to be the most flexible type of life insurance.

 

“The great use of life is to spend it for something that will outlast it.”

– William James

Would You Like to Request a Quote?

Please fill out the short form so we can provide you with the policy options to best match your coverage and financial needs.