Pricing & Plans
Protection That Fits Your Life & Your Budget
Every family and business is different — so your plan should be too. Explore straightforward pricing built around real protection, not guesswork.
What Every Plan Includes
No cookie-cutter policies. No pressure. Every engagement with Marlton Business Advantage starts with a real conversation about your goals, your risks, and your future.
Since 2002, we've guided families, professionals, retirees, and business owners across Marlton and South Jersey through smart, tax-efficient protection strategies. You get a dedicated advisor, a personalized plan, and honest guidance every step of the way.
Final pricing depends on your coverage needs, goals, and situation — which is exactly why your first consultation is always free.
Legacy & Estate Shield
$xxx per plan
For retirees and aging parents who want their wealth and wishes protected. Long-term care, estate planning support, and tax-smart transfer strategies — all in one confident plan.
- ✓ Long-term care insurance planning
- ✓ Estate planning coordination support
- ✓ Tax-efficient wealth transfer strategies
- ✓ Legacy & beneficiary alignment
- ✓ Annual review with your advisor
Business Owner Advantage
$xxx per month
Your business is your legacy — protect it like one. This plan tackles key-person risk, buy-sell funding, and tax-efficient strategies for self-employed pros and local business owners.
- ✓ Key-person & business continuity planning
- ✓ Buy-sell agreement funding review
- ✓ Group & individual disability options
- ✓ Tax-efficiency strategy session
- ✓ Quarterly plan reviews
Family Protection Plan
$xxx per consultation
Built for families and working professionals who want life and income protection locked in without the guesswork. Get a clear roadmap that protects the people who count on you most.
- ✓ Personalized life insurance review
- ✓ Disability income protection analysis
- ✓ Beneficiary & coverage gap check
- ✓ Easy-to-follow protection roadmap
- ✓ One follow-up strategy call