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“Acumen works with me and my team of advisors to design and place the life insurance policy” — Bill Potter, Owner, Potter Electric, National City, CA
"I own a specialty electric business that caters to naval and maritime clientele. My unexpended demise would devastate the value of my company and prevent my family from reaping the benefits of my decades of hard work and sacrifice. At the suggestion of both my lawyer and my business consultant, David Jacobs of Acumen Insurance Advisors worked with me and my team of advisors to design and place the life insurance policy that has become a critical part of my overall business succession and estate plan. We still meet regularly to gauge my policy's performance and make necessary changes. Acumen Insurance Advisors is the firm to work with for life insurance."
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