Private Client Services

Insurance is a powerful tool when preparing for life’s “what if” moments. From retirement planning to long term care, the right insurance strategy will ensure your confidence today and secure your comfort tomorrow.

There is no “typical” Schulman plan. What our plans have in common is the way they are constructed – with your specific goals in mind. As independent advisors, our products and options are not limited to a single provider, nor are they encumbered by product allegiances.

You can be sure your Schulman plan is designed exclusively and specifically for you.

We are your advisors, as a company and as individuals. We understand that dedicated service begins with connection, familiarity with your plan and our team. Schulman Insurance Brokerage is here for you, now and into the future.

Our private client services include a complimentary review and analysis of your goals and our recommendations for: