As life changes, so do your insurance needs. As an independent agent, I am NOT captive to any one particular investment or insurance company. As a result, I can offer you several quotes from different companies. This helps me to provide you with affordable insurance that is a good “fit” for YOU.

Here are just some things that can cause an insurance (protection) need:

  • Birth of a new child
  • Significant Wealth Accumulation
  • Estate Planning (to avoid out-of-pocket estate taxes for your heirs)
  • A Business you want to protect
  • Purchase of a new home
  • Income you would like to insure in case of Disability
At Robert L. Tackabury, CPA, we offer the following insurance:
  1. Life Insurance - We carry everything from term insurance to “permanent” life insurance coverage. Your life insurance need depends on many factors and we fit the type of insurance coverage with that need.
  2. Long-Term Care Insurance – This is for people who have significant assets that need protection in the event of a terminal or long-term health care need. Long-Term Care Insurance is designed to cover costs for Nursing Homes, Assisted Living Facilities, AND Home Health Care. Unlike most agents, I am certified to sell the NY State Partnership Program Long-Term Care policies! In many cases partnership policies make insuring yourself against long-term care affordable and offer asset protection to protect your estate!
  3. Long-Term Disability Insurance – Long-Term Disability is basically insurance that protects your income stream in the event of a disability that keeps you out of work for an extended period of time. For most people, your ability to earn income is your greatest asset. Long-Term Disability helps to protect this very important asset.
  4. Home and Auto Insurance – We can provide you competitive quotes for your Home and Auto Insurance, drawing from a pool of different companies! A home is a major investment for most families. The right insurance for your home and its contents is very important. The same holds true for your business coverage if you are self employed or part of a small business team.
  5. Business Insurance – Many of our clients are small business owners (Contractors, Farmers, etc.) We are able to provide many of them with the insurance needed for their business along with excellent service.