We Are Moving!
We are excited to announce that our office is moving. We will soon be located at:
90 Park Avenue 17th Floor
New York, NY 10016
We will open at our new location on Tuesday February 18, 2020.
Our phone numbers and email addresses will remain the same.
REMINDER! NY Reg 187 goes in to effect January 25th, 2020
Brokers selling life insurance in NY need to abide by the state's Best Interest Regulation 187 as of January 25. Training must be completed prior to business submission.
Best Life Insurance Companies for 2020
Insure.com’s annual analysis that identifies the best life insurance companies found that MassMutual, Northwestern Mutual Life Insurance Co. and Brighthouse Life Insurance earned the top three spots.
Non-US Residents: A Untapped Market
If you are like many advisors serving the high net worth clients, you probably work with or have access to a several people who are non-U.S. residents. The United States has long been a top destination for worldwide millionaires, welcoming 10,000 new global millionaires in 2018 alone.
Out of the Box Thinking: A Gift of a Lifetime
One of the most effective ways to use whole life insurance is to purchase a policy for a minor as a way fund a child’s yet-to-be-defined aspirations and secure that child’s financial future.
18 Years’ Worth of Days
“Dirty Dozen” Tax Scams to Watch For
A Bucket Plan to Go with Your Bucket List
9 Facts About Retirement