Insurance & Financial advice
Joelle Grunblatt, MBA
Financial Representative
What can I do for you ?
Joelle Grunblatt, MBA
Joelle is a financial representative; she is helping people create financial security for themselves, their families and their businesses.
She was born in Antwerp, Belgium. Graduated College in Economics and Business Administration and then graduated with a Master’s Degree in Business Administration, MBA from the University of Antwerp.
Joelle started her career in the bank, while pursuing her college degree, with a special program for managing director. Then she continued her career at the office of the President of the Antwerp Diamond Exchange, with different corporate titles as financial manager, comptroller and CFO. She stayed till her move to the US in January 2004.
"Being a financial professional where I am today, I am able to translate my knowledge and experience in finance in favor of my clients, who are happy to benefit from my expertise. In a nutshell, I am offering to individuals and families Income protection plans with life, disability and long term-care insurance, and continuing to build up a financial nest-egg with college funding, retirement solutions, and investments. As time comes I am structuring the estate planning as an important phase in the financial structure. With businesses I am looking at strategic employee retention plans, employee benefits, business partnerships protections and much more.
On a personal note, I am married and have three children, and am actively involved in my children’s schools. I am volunteering with SCORE, Counselor’s to America’s Small Business. I am volunteering and part of the founding team of the SI Career coaches. I love sports, skiing, ice skating, swimming, tennis, biking, and you name it…Reading and updating in my field is a continuous project that I take very seriously."
How do I work
As a financial representative I make it my duty and my objective to help people create financial security for themselves, their business and their families.
Each individual is different; each situation is diverse, therefore I do make a personal need analysis, where I will explain where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
Long Term Care
As the population is aging, not everyone is able to take care of themselves at certain ages. It is important to plan ahead for those years where we will need more help.
It is hard sometimes to fall back on the children and long term care is very expensive, and is often for an unexpected long period of time. The earlier you get the long term insurance, the cheaper and affordable the price will be. Plan already in the mid-forties and early fifties for those years ahead to have an easy and quite senior time and care. I will be happy to give out more information about Long Term Care Insurance.
Life
Insurance is very important, and many people realize they have a need for life insurance and are determined;
I help to guide the different ways and avenues for getting the best product suitable to the family, business and personal situation along with the available budget. I offer the different types of life insurance with the highest ranked companies on the market. Please feel free to ask me about Term Life Insurance, Whole Life Insurance, and Blended life Insurance.
Health
Small businesses in NY could benefit from the new health insurance plans of Healthy NY, please contact me to get more information and especially to get affordable health insurance for the business owner as well as for the employees.
Group medical insurance is available from high deductible plans to low copayments plan. Please contact me for more information.
Disability
Disability Income Insurance is the best way to protect your income! Did you know that over a lifetime our income is our most important asset, so please protect it today? I will be happy to give you more information about Disability Income Insurance.
For businesses, the overhead could also be covered through insurance, please ask me about Disability Overhead Expense Insurance. For small business owners, this could be on top of their Disability Income Insurance.