Jim Boldischar, CLU, ChFC, is Founder and Principal of Cambridge Insurance Partners, with over 25 years of insurance planning experience.
He collaborates with fee-only wealth advisors to implement insurance solutions as part of a client’s overall tax and wealth management plan. Jim works directly with you and your client to consult on insurance scenarios and execute agreed-upon planning strategies.
As an independent partner, Cambridge Insurance Partners recognizes the importance of your fiduciary role. We act in your clients’ best interest to deliver unbiased insurance solutions to complement your strategies. Our full-service platform includes:
o Access to products for Life, Annuities, Long-Term Care, and Disability Insurance from all major carriers
o Complimentary policy review services to provide an objective analysis of your clients’ existing coverage
o Advanced planning resources for estate planning and business insurance strategies
We deliver efficient and scalable insurance solutions to help elevate your client experience without diverting your focus.
