CBIZ Life Insurance

Overview

CBIZ Life Insurance Solutions is a national network of highly qualified life insurance planning professionals. We focus on the specialized planning needs of business owners, corporations and high-net-worth families. Backed by an experienced team of insurance professionals that includes product and underwriting experts, we have a strong track record of implementing even the most complex cases.

Careers in San Jose

People

Bob Franceschini, Jr. CISC, CRIS Senior VP, Property & Casualty
Services
- Life Insurance
Industries
Fast Facts

Mark Baran, MarketWatch

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.marketwatch.com/story/estate-planning-has-become-more-urgent-for-rich-people-as-the-election-nears-thats-why-tax-laws-need-fixing-critics-say-d26cf069?mod=dist_amp_social&link=sfmw_tw&redirect=amp" target="_self" Estate planning has become more urgent for rich people as the election nears. That’s why tax laws need fixing, critics say. - Features Mark Baran In The News

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/clients-should-come-clean-as-irs-targets-wealthy-non-filers--advisors-say-79654.html" target="_self" Wealthy Non-Filers Should Come Clean As IRS Targets Them, Advisors Say - Features Bill Smith In The News

Mark Baran, Schwab Network

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://schwabnetwork.com/video/what-each-presidential-candidate-s-tax-plan-means-for-investors" target="_self" What Each Presidential Candidate's Tax Plan Means for Investors - Features Mark Baran In The News

Naomi Ganoe, U.S. News & World Report

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://money.usnews.com/investing/articles/are-brokerage-accounts-taxed" target="_self" Are Brokerage Accounts Taxed? - Features Naomi Ganoe In The News

Mark Baran, USA Today

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.usatoday.com/story/money/2024/08/17/harris-economic-policies-plan-expert-read/74831624007/" target="_self" Harris reveals good-vibes economic polices. Experts weigh in - Features Mark Baran In The News

Al Blecher, Boroughs and Burbs

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://podcasts.apple.com/us/podcast/boroughs-burbs-148-1031-crowdfunding/id1537862424?i=1000664071942" target="_self" Boroughs & Burbs 148 || 1031 Crowdfunding - Features Al Blecher In The News

Mark Baran, Accounting Today

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.accountingtoday.com/news/the-road-to-november-what-tax-pros-clients-think-about-the-election" target="_self" The road to November: What tax pros' clients think about the election - Features Mark Baran In The News

Amy McGahan, CPA Practice Advisor

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.cpapracticeadvisor.com/2024/07/15/cbiz-launches/107981/" target="_self" CBIZ Launches D@taNEXUS Suite for Businesses - Features Amy McGahan In The News

Amy McGahan, Accounting Today

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.accountingtoday.com/list/tech-news-cbiz-rolls-out-d-ta-nexus-suite" target="_self" Tech news: CBIZ rolls out "D@taNEXUS" suite - Features Amy McGahan In The News

Mark Baran, Financial Advisor

/Portals/0/defaultImages/contentImages/In The News.jpg href="https://www.fa-mag.com/news/elections-will-have-profound-impact-on-taxes--advisors-say-78648.html" target="_self" Elections Will Have Profound Impact On Taxes, Advisors Say - Features Mark Baran In The News

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160 West Santa Clara Street, Suite 675

San Jose, CA 95113

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CBIZ Life Insurance, CA

Overview

People

Services

Industries

Fast Facts

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