Metz Insurance delivers access to the full life insurance marketplace, with a focus on customized, sophisticated solutions. We specialize in matching the right carriers and strategies to complex personal and business needs—clearly, efficiently, and without unnecessary friction.
Entrepreneurs, high-income families, and advisors trust us to help protect assets from risk, provide meaningful death benefit protection, and support the seamless transfer of wealth across generations.
You’ve worked a lifetime to build your wealth. Thoughtful estate planning helps ensure it protects the people you care about most—and carries your values forward.
At Metz Insurance & Financial, we collaborate with you and your trusted advisors to design strategies that preserve your legacy, reduce unnecessary taxes, and provide clarity and confidence for your family today and for generations to come.
Charitable gift planning allows you to support the causes that matter most while creating meaningful tax advantages and potential income benefits.
At Metz Insurance & Financial, we help you select and implement charitable strategies aligned with your goals, working closely with your legal and tax advisors to ensure thoughtful, efficient execution.