Business Details
50+ Years
experience
Your Trusted Partner for Insurance & Estate Planning
Leisman Insurance Agency has specialized in estate and business planning for high-net-worth families and individuals since 1972. Our team designs sophisticated insurance programs to help clients build, preserve, and transfer wealth to family and charity. Through strategic relationships with top-rated insurers, we deliver cost-efficient solutions focused on flexible policy design, underwriting management, and long-term results.Our family-owned business combines deep industry expertise with personalized service to translate client values into impactful insurance protection. We maintain a commitment to integrity while monitoring policies throughout their lifecycle to ensure alignment with evolving goals. With over four decades of experience, we serve as trusted advisors for complex wealth transfer challenges and opportunities.
Services
Life Insurance
Long-Term Care Insurance
Retirement Income Planning
Estate Planning
Business Succession
Details
- Year established: 1972
Highlights and features
- We have over 40 years of experience in estate and business planning
- Our family-owned business understands complex wealth transfer dynamics
- We maintain relationships with multiple top-rated insurance carriers
- Our team includes Certified Life Underwriters and estate planning specialists
- We provide ongoing policy monitoring and service throughout policy lifecycle
Services
Life Insurance
Life insurance solutions help protect family lifestyles and future financial goals. Whole life policies build cash value that can supplement retirement income or support estate planning through policy loans and surrenders. Our team designs customized coverage to align with clients' wealth transfer objectives while maintaining flexibility for changing life circumstances.
Estate Planning
Comprehensive estate planning services focus on preserving and transferring wealth to family and charitable organizations. We create customized insurance programs that address business succession, tax implications, and legacy goals. Our approach combines policy diversification with ongoing monitoring to ensure plans evolve with clients' changing needs and financial circumstances.
Long-Term Care Insurance
Long-term care insurance solutions help protect assets from unexpected healthcare costs. These policies provide financial support for assisted living, nursing home care, or in-home assistance while maintaining independence. Our advisors help clients evaluate coverage options that align with their retirement plans and overall wealth preservation strategies.
Retirement Income Planning
Retirement income planning utilizes annuity products to create guaranteed lifetime income streams. We offer immediate annuities for current income needs and tax-deferred fixed annuities for future financial security. Our approach integrates insurance solutions with overall retirement strategies to ensure consistent income throughout clients' post-career years.
Business Succession
Business succession planning ensures smooth ownership transitions through strategic insurance solutions. We develop customized programs that address key person insurance, buy-sell agreements, and executive benefits. Our approach protects business continuity while addressing tax implications and preserving value for owners, employees, and future stakeholders.
People
Bill Leisman
CLU, AEP
With decades of experience in estate planning, Bill Leisman combines industry expertise with personalized service. As a Certified Life Underwriter and Accredited Estate Planner, he specializes in creating sophisticated insurance solutions for high-net-worth families and business owners.
Jenni Leisman Dessert
CLU, CLTC, AEP
Jenni Leisman Dessert brings specialized knowledge in long-term care insurance and estate planning. Holding multiple certifications including Certified Life Underwriter and Chartered Life Underwriter, she develops comprehensive protection strategies for clients across 23 states.
Will Leisman
Executive Team
Will Leisman contributes to the agency's strategic direction with a focus on client relationships and insurance solutions. As part of the family-owned business, he maintains the agency's commitment to personalized service and wealth preservation planning.
Chris Macina
Executive Team
Chris Macina supports the agency's operations and client service initiatives. With extensive experience in the insurance industry, he helps implement customized protection strategies that align with clients' estate and business planning goals.
Questions
What types of insurance do you specialize in?
We specialize in life insurance, long-term care insurance, and retirement income solutions for estate and business planning.
How do you help with wealth transfer planning?
We create customized insurance programs that help preserve and transfer wealth to family and charitable organizations through strategic policy design.
Are you affiliated with New York Life?
We are independent agents licensed to sell New York Life products, but we maintain relationships with multiple carriers.
Do you work with out-of-state clients?
We serve clients in 23 states including AZ, CA, MA, NY, and TX, but cannot conduct business outside these licensed states.
What makes your agency different?
Our family-owned business combines 40+ years of experience with personalized service and access to multiple insurance carriers.
