Jonathan Marcus Insurance

Own Your Financial Future
Financial planning integrated with insurance makes you own your financial future. Instead of waiting for things to happen, define your goals and plan for them.
STEP 1: Review your current financial situation:
As a Certified Financial Planner I will show you how to take an objective, dispassionate look at where you currently stand. You will be surprised at how much you don't know about even about your day-to-day financial position, how much money you are wasting on forgotten payments, duplicate payments, payments for services you never use.
Do you know how much money you have in the bank?
Do you know how much you are paying out on duplicate items?
Do you know how much you are paying for food and utilities?
Do you know hoe much of your income is going on debt payments (including mortgages, installment payments for purchases and when they will end?
Do you know how much money you are paying for insurance and what the insurances cover?
We will provide you with an itemized, systematic review of where you are currently standing financially.

Next post: Defining your goals

Back online again after a long pause.
Do you know what is happening with your finances?
Do you know what your goals are and how you are going to afford them?
What is your destination for the next year, 5 years, 10 years, 30 years and how are you going to reach it?
In order to keep your finances in line with your needs, present and future, you need a roadmap.
Waze cannot help you without you knowing what your destination is.
And this applies equally to your financial life. In order to organize your finances effectively, you need to define your goals and define how your going to attain them.
In providing insurance for my clients, I put together an insurance package that takes into account your financial needs and goals - the insurance being there to ensure that you reach your goas without being blown off course by unforeseen incidents that happen as life goes on.

Summertime is here (in case anyone failed to notice the extra hot weather), and many of you will be travelling overseas. Travel insurance by PassportCard is the world's only "cashless" travel insurance plan - if you need medical treatment whilst you are overseas, Passports card "fills" a designated credit card with money, and you simply swipe the card - no need to bring or send documents and wait for approval by the insurance company. Setting up the plan takes 10 minutes, and renewing it for your next trip takes 2 minutes

The public health system in Israel is fundamentally one of the best in the world, and is far more user-friendly than in many developed countries. But the seemingly endless dispute between the government and the doctors - until now the interns and with the senior doctors also theatening to resign from public service, has brought into even sharper focus the need for private medical insurance, in order to circumvent this problem.