Don't let the work of a lifetime be destroyed by poor planning. We can help you protect yourself and your family.

David Lerner Associates offers a variety of financial products and services designed to protect your family, your business, your assets and your income. Here are just some of the products and services available to you:

  • Life Insurance
  • Long Term Care Insurance
  • Estate Preservation Strategies
  • Mortgage Protection
  • Disability Income Insurance


Free Financial Needs Evaluation

We invite you to take advantage of our complimentary, no-obligation, financial check-up. Topics covered include:

  • Protecting your family
  • Preserving your lifestyle
  • Evaluating current and future insurance needs
  • Providing for long-term care needs