VP, Employee Benefits Advisor
Direct Phone: 443.798.7412
Toll Free: 800.677.7887
Fax: 410.828.0242
E-mail: jgreif@psafinancial.com
LinkedIn
Professional Background
Jon Greif is a specialist in both employer-sponsored group insurance as well as individual, life and disability insurance. He joined PSA in 2000, where he was instrumental in developing the firm’s group insurance practice. Today, he represents hundreds of local and regional employers with benefits plans covering from 10 to 1,000 employees.
He has extensive expertise in group health programs built around the flexibility and tax benefits of Health Savings Accounts as part of employer-sponsored programs. Jon is licensed in equities, long-term care, property & casualty insurance, life & health insurance and is a life & health advisor.
Before joining PSA, Jon founded Insurance and Investment Solutions, Inc. and had a successful career as a life/disability producer for Berkshire Financial Group/Berkshire Life, where he specialized in business and estate planning for high income professionals and business owners.
Business/Customer Service Philosophy
“All insurance planning should be objective driven. There are few bad products, but there are many instances of products that are regularly misused by advisors and consumers. Simply, the product must fit the client’s objective. Once the right product is selected, it’s all about service. I look forward to every contact with my clients, because each interaction is an opportunity to strengthen our relationship. Fantastic service is great job security!”
