Financial Services

The Best Investment in Your Business

The financial services industry is still facing challenges on several fronts. This, combined with the uncertainty of economic recovery, means you have to be prepared for shifts in investment focus, increased exploration and market volatility. JMBI is your resource when you need help to identify risk and reduce your exposures.


We understand the important value that health and welfare benefits play relative to recruiting, engaging and retaining talent and building a winning team.

Bruce Schlesinger

Executive Vice President & Financial Services Industry Expert

With over 40 years of industry experience, we know how to structure and place coverage for private equity firms, asset managers, investment advisors and real estate investors. We build customized insurance plans to meet client needs and continually research the industry to ensure that business and individual exposures are covered. Our relationships with industry experts give us in-depth insights that we share with you – helping identify, mitigate and manage your risk. From property and casualty and mortgage impairment, to executive protection, to employee benefits, JMBI has the expertise you need to protect what matter most.

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