We are a comprehensive financial services firm committed to helping you improve your long-term financial success. Our customized programs are designed to grow, and conserve your wealth by delivering an unprecedented level of personalized service. We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to call us at 954-963-3300.
Services
Osborn Financial Group, Inc is a completely independent insurance agency specializing in Health, and Life Insurance. Our clients are located all across Florida, giving us a great feel for the financial landscape. We design plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions.
Life insurance may be one of the most important purchases you'll ever make. In the event of a tragedy, life insurance proceeds can help pay the bills, continue a family business, finance future needs like your children's education, protect your spouse's retirement plans, and much more.
If you're considering securing you and your family's financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!Term Insurance is the most affordable type of insurance when initially purchased, is designed to meet temporary needs. It provides protection for a specific period of time (the "term") and generally pays a benefit only if you die during the term.
If you're considering securing you and your family's financial future, we would be happy to review your current situation and offer a few ideas on how you can protect it!Term Insurance is the most affordable type of insurance when initially purchased, is designed to meet temporary needs. It provides protection for a specific period of time (the "term") and generally pays a benefit only if you die during the term.
Disability Income Insurance is a form of insurance that insures the beneficiary's earned income against the risk that a disability will make working, and therefore earning money, impossible. It includes paid sick leave, short-term disability benefits, and long-term disability benefits. More than a quarter of today's 20 year olds will become disabled, according to the Social Security Administration (SSA).
Indexed Universal Life (IUL) insurance policies are a relatively new 'hybrid' product that insurance companies offer, combining the best aspects of the fixed whole life and the variable life insurance. The main distinguishing feature of this type of life insurance is that it allows you to invest the cash value in index options that follow the movement of an index, such as the Dow Jones Industrial Average and the S&P 500.
