Jacob Akerman
CEO at Akerman Financial Inc. | Woodmere, New York, United States
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As the CEO of Akerman Financial Inc., Jacob Akerman leads a dedicated team focused on enhancing the financial security of healthcare professionals through tailored insurance solutions. With a deep understanding of the complexities inherent in the healthcare sector, Jacob has positioned Akerman Financial as a trusted partner for medical and dental schools, hospitals, and individual practitioners. His expertise lies in navigating the intricate landscape of executive insurance, where he specializes in institutional and corporate-level disability and life insurance programs.
Under Jacob's leadership, Akerman Financial has launched several key initiatives aimed at empowering healthcare professionals to make informed financial decisions. One notable project includes the development of comprehensive financial planning services that address the unique challenges faced by nephrologists and other specialists. By leveraging his extensive knowledge in medical financial planning, Jacob ensures that clients receive personalized, consultative service that aligns with their specific needs and goals.
Jacob's commitment to strategic planning and due diligence is evident in every aspect of Akerman Financial's operations. He emphasizes the importance of understanding each client's unique circumstances, which allows the firm to craft customized insurance solutions that provide peace of mind and long-term security. His approach not only enhances customer service but also fosters lasting relationships built on trust and transparency. As a thought leader in the executive insurance marketplace, Jacob Akerman continues to drive innovation and excellence at Akerman Financial, ensuring that healthcare professionals are well-equipped to navigate their financial futures.
CEO at Akerman Financial Inc. in October 2005 to Present
Managing Partner at Autumn Asset Advisors in January 2016 to January 2019
Benefits Specialist at Omni Managed Health, Inc. in January 2012 to January 2016
EAGiL ADVISOR at EAGil Financial and EAGil Life Settlements in February 2010 to January 2014
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Disability Insurance
Management
Insurance
Small Business
Strategic Planning
Estate Planning
Employee Benefits
Strategic Financial Planning
Sales
New Business Development
Customer Service
Finance
Microsoft Office
Microsoft Excel
Term Life Insurance
Leadership
Life Settlements
Financial Services
Public Speaking
Entrepreneurship
Life Insurance
Long term disability insurance
Due Diligence
Marketing
Healthcare professionals
Nephrology
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What is Jacob Akerman email address?
Email Jacob Akerman at [email protected]. This email is the most updated Jacob Akerman email found in 2026.
What is Jacob Akerman phone number?
Jacob Akerman phone number is +16073519097 and +13154478746.
How to contact Jacob Akerman?
To contact Jacob Akerman send an email to [email protected]. If you want to call Jacob Akerman try calling on +16073519097 and +13154478746. (updated on October 30, 2024)
What is Jacob Akerman net worth?
Jacob Akerman has an estimated net worth of $750,000 to $999,999
What company does Jacob Akerman work for?
Jacob Akerman works for Akerman Financial Inc.
What is Jacob Akerman's role at Akerman Financial Inc.?
Jacob Akerman is CEO
What industry does Jacob Akerman work in?
Jacob Akerman works in the It Services And It Consulting industry.
Jacob Akerman Email Addresses
Jacob Akerman Phone Numbers
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