Squires / Goldberg, LLP is a diversified insurance firm, specializing in the design of tax efficient insurance solutions to estate liquidity needs, and the design of corporate benefit plans. The principals, Gary Squires and Isaac Goldberg, offer over sixty years of combined experience, and the firm predates President Carter.
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After obtaining his business degree from University of Miami in just three years, Gary continued his post graduate studies by attaining the Chartered Life Underwriter and Chartered Financial Consultant designations. He has addressed dozens of estate and business planning seminars on topics such as the funding of irrevocable life insurance trusts, business continuation funding, and employee benefit plans. He is also certified by the Board of Accountancy to provide continuing education seminars for accountants in New Jersey.
I have known Gary for twenty years. As a leading CHUBB general agent during this time span, Gary has always distinguished himself with an intricate knowledge of our tax laws: especially as they pertain to the use of life insurance. More importantly, his sense of ethics and professionalism make him a credit to the insurance industry.
Our approach to the underwriting of life insurance is unique in that we are truly independent. We actively write insurance with dozens of insurance companies, and most of our clients own coverage with more than one carrier. Maximize security by "spreading the risk" among several insurance companies.
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