As the President of Rosenblatt Brokerage, Jordan Rosenblatt leverages his extensive expertise in life insurance, estate planning, and risk management to deliver tailored solutions for high-net-worth individuals and businesses. With a keen focus on high net worth estate planning, Jordan specializes in crafting comprehensive life...
As the President of Rosenblatt Brokerage, Jordan Rosenblatt leverages his extensive expertise in life insurance, estate planning, and risk management to deliver tailored solutions for high-net-worth individuals and businesses. With a keen focus on high net worth estate planning, Jordan specializes in crafting comprehensive life insurance strategies that address buy-sell agreements and key person insurance needs, ensuring that his clients' financial legacies are safeguarded. His role involves managing both new and existing insurance broker relationships, allowing him to create customized life insurance proposals that align with the unique needs of each client.
Jordan's commitment to excellence is evident in his meticulous approach to packaging and submitting insurance applications to various carriers, as well as his proactive management of policy renewals and modifications. By identifying the specific needs of his clients, he effectively markets appropriate products and services, ensuring that they receive the best possible coverage. His proficiency in underwriting, relationship management, and business development has positioned him as a trusted advisor in the industry.
In addition to his professional responsibilities, Jordan is an active member of several prestigious organizations, including the Union League of Philadelphia, the Financial Planning Association (FPA), and the Philadelphia Estate Planning Council (PEPC). His involvement in these associations not only enhances his industry knowledge but also allows him to stay connected with other professionals who share his commitment to excellence in financial planning. Through his leadership at Rosenblatt Brokerage, Jordan continues to drive innovation and excellence in the insurance sector, helping clients navigate the complexities of life insurance and estate planning with confidence.
