Transparent Pricing
Planning That Fits Your Life and Your Budget
At Marlton Business Advantage, we believe protection planning should be clear from the start. Explore how we structure our services for families, professionals, and business owners.
How Our Pricing Works
Since 2002, we've helped South Jersey families and business owners plan for risk with straightforward guidance and no surprises. Every situation is different, so we tailor recommendations to your specific goals, coverage needs, and budget.
Many of our advisory conversations begin with a complimentary consultation. Actual policy premiums and planning fees depend on your age, coverage, business structure, and the strategies you choose. Below is a general overview of how we approach cost for each service.
What's Included in Every Engagement
No matter which service you choose, you receive a personalized assessment of your risks, clear explanations of your options, and honest recommendations with no obligation.
We also provide ongoing support as your life or business evolves — because protection planning isn't a one-time event. Final costs are always confirmed in writing before you move forward, so you know exactly what to expect.
Small Business Protection Plan
$xxx / month monthly retainer
Tailored risk and protection planning for local business owners and self-employed professionals. Covers key-person, continuity, and owner coverage needs.
- ✓ Business risk assessment
- ✓ Key-person insurance planning
- ✓ Business continuity strategy
- ✓ Owner life & disability coverage
- ✓ Tax-efficient business structures
- ✓ Quarterly strategy reviews
- ✓ Dedicated advisor access
Family & Estate Planning
$xxx / year annual advisory
Comprehensive protection planning for families focused on estate strategies and tax-efficient wealth transfer. Designed to safeguard loved ones and future plans.
- ✓ Full life & disability insurance planning
- ✓ Estate planning support
- ✓ Tax-efficiency strategies
- ✓ Beneficiary & legacy review
- ✓ Annual plan check-ins
- ✓ Priority scheduling
Personal Protection Review
$xxx one-time consultation
A focused consultation for individuals and families to review life, disability, and long-term care coverage. Ideal for building a foundation of financial protection.
- ✓ Life insurance needs analysis
- ✓ Disability income review
- ✓ Long-term care options overview
- ✓ Personalized coverage recommendations
- ✓ Follow-up summary report