Principal
CurrentWHAT WE DO:We provide independent, best-in-class life insurance design, underwriting, placement, servicing, and policy audits for:1. Families looking to provide liquidity, reduce disputes, and protect their wealth for multiple generations, including owners of family businesses (all generations), foreign nationals, same-sex couples, second marriages, and individuals with special needs.2. Business owners seeking to meet employee retention, business succession, retirement, and estate planning objectives, including defense contractors, architects, engineers, medical and dental groups, law, accounting, insurance, real estate, land development, and manufacturing firms.3. Nonprofit organizations looking to attract, reward, and retain their best employees, including credit unions, hospitals, community health centers, universities, museums, and foundations.WHAT OTHERS SAY:“As a lawyer, I constantly come across professionals who claim to work in the life insurance field, but David Jacobs truly specializes in it. He understood how to properly design our coverage to accomplish my family’s wealth transfer planning goals and brought important issues to the table that we did not originally consider. I strongly recommend working with David.”- John Hullverson, Esq., Partner, EmisonHullverson Law Firm, Tiburon, CA“Being in a service-oriented industry for over 40 years, I demand integrity, honesty, and a high level of expertise from my professional advisors. David Jacobs and his team at Acumen exceeded these expectations. He worked directly with me, my attorney and my accountant to customize and implement an intuitive wealth transfer and life insurance plan that fit perfectly my goals and objectives.” -Mark Chapparone, Owner, Chapparone Auto Body, San Diego, CA
