Private Client Services
Central Jersey Insurance Associates Private Client Services
The Central Jersey Insurance Associates Private Client Services is designed specifically for private individuals or property owners with multiple large assets who need extra attention in reviewing their personal insurance portfolio.
We take the time to get to know you and your way of life to provide you with options from industry-leading insurance companies. The relationships we build with our clients, allow us to make customized suggestions based on their current and future needs in protecting their assets.
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To determine if you are a good fit for this new program, consider if you have you asked yourself any of the following recently:
- How can I lower my taxable income?
- Do I need a will?
- Should I have a trust?
- Should I be looking into asset protection?
- Is it time to make gifts to family members?
- How can I keep my assets private?
We find the average person deals with five to six different “advisors.” We are looking to help you consolidate down to three – ourselves, in addition to your CPA and Attorney. Give us a call if you would like to discuss your current situation
Learn more about our Private Client team:
Mark McLafferty MBA, CFBS, AEP®, ChFC®, CFP®
VP of Financial Planning
Mark McLafferty, Vice President of Financial Planning at CJIA, is authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the official Certified Financial Planner™ and CFP® marks in accordance with certification and renewal requirements. Mark specializes in business and personal financial planning, and business insurance consulting.
Juliet Zigler-Teller
Account Executive
Juliet Zigler Teller has been part of the CJIA team since 2016. As an Account Executive, she works closely with individuals and business owners to assess their risks and help them obtain insurance that fits their needs. With a background in real estate and property insurance, she is well-suited to help private clients get the right coverage for their assets and portfolio.
