Business Details
50+ Years
experience
Your Trusted Insurance Partner for Estate Planning in Waltham
Leisman Insurance Agency has specialized in estate and business planning for high-net-worth families since 1972. Our team designs sophisticated insurance programs to help clients preserve and transfer wealth through flexible policy design, underwriting management, and policy diversification. We maintain relationships with top-rated insurance companies to deliver cost-efficient solutions tailored to individual client needs. Our family-owned business combines deep industry expertise with a commitment to integrity and personalized service. We work closely with clients and their advisors to create innovative solutions for wealth transfer challenges.Our professionals monitor and service policies to ensure long-term effectiveness. With over 50 years of collective experience, we prioritize client goals while maintaining strict compliance with regulatory standards. Our approach emphasizes transparency, ethical practices, and continuous policy optimization. We serve clients across multiple states while maintaining our headquarters in Massachusetts. Our team remains dedicated to evolving with industry changes while preserving our founding principles.
Services
Life Insurance
Long-Term Care
Retirement Income
Disability Insurance
Health Insurance
Details
- Year established: 1972
Highlights and features
- We offer 50+ years of combined experience in estate planning
- Our team maintains relationships with top-rated insurance carriers
- We implement customized policy diversification strategies
- Our family-owned business prioritizes personalized client service
- We provide continuous policy monitoring and optimization
Services
Life Insurance
Life insurance solutions help protect family lifestyles and future financial security. Our whole life policies build cash value accessible through loans or surrenders to supplement retirement income. These policies play crucial roles in estate planning, business succession, and charitable giving strategies while maintaining death benefit protection.
Long-Term Care
Long-term care insurance protects assets from potential care costs while maintaining financial flexibility. Our policies help preserve wealth accumulated through years of work while providing security for future care needs. This planning component integrates with broader estate strategies for comprehensive protection.
Retirement Income
Guaranteed lifetime income annuities provide dependable retirement income streams. Immediate annuities deliver payments right away while tax-deferred options allow funds to grow until needed. These solutions ensure financial stability throughout retirement while complementing other income sources.
Disability Insurance
Disability income insurance protects earning potential during unexpected work interruptions. Our policies maintain financial stability by replacing a portion of income when disabilities prevent employment. This protection preserves long-term financial plans and wealth-building strategies.
Health Insurance
Comprehensive health insurance solutions cover individual and group medical needs. Our offerings include plans that meet diverse healthcare requirements while balancing cost-effectiveness. These policies integrate with broader financial strategies for complete protection.
People
Bill Leisman
Professional
Bill Leisman combines decades of insurance expertise with a commitment to personalized client service. His experience in estate planning helps guide clients through complex wealth transfer strategies.
Jenni Leisman Dessert
Agent
Jenni Leisman Dessert holds California insurance license #0K34725 and serves clients across multiple states. Her CLU and CLTC designations demonstrate specialized expertise in life insurance and long-term care planning.
Will Leisman
Professional
Will Leisman contributes to the agency's tradition of excellence in insurance solutions. His work focuses on developing comprehensive protection strategies for high-net-worth families.
Chris Macina
Professional
Chris Macina supports the agency's mission through dedicated client service and policy management. His role helps maintain the organization's standards of excellence in insurance planning.
Questions
What insurance services do you specialize in?
We specialize in life insurance, long-term care coverage, retirement income solutions, disability insurance, and health insurance for high-net-worth individuals and families.
How do you approach client consultations?
We begin by understanding your specific goals and existing resources. Our team then develops customized strategies that integrate with your overall financial plans.
In which states do you operate?
We serve clients in Arizona, California, Colorado, Connecticut, Delaware, Florida, Iowa, Illinois, Massachusetts, Maine, Michigan, Minnesota, North Carolina, New Jersey, New Hampshire, New York, Ohio, Rhode Island, Tennessee, Texas, Virginia, Vermont, and Washington.
Can you help with estate planning?
Yes, we specialize in creating insurance solutions that support estate planning goals. Our strategies help preserve wealth and facilitate smooth asset transfers to beneficiaries.
Do you work with other financial professionals?
We collaborate with clients' existing tax, legal, and financial advisors to ensure coordinated implementation of insurance strategies that align with overall financial plans.
