Broker Check

Community Commitment

We are dedicated... to serving the community by earning our neighbors’ trust and confidence and helping each family to provide for their loved ones, both today and in the many years to come.  In our view, contributing to the community extends far beyond the services we provide and, as such, we are dedicated to supporting local charitable and civic organizations that help make our community—and our world—a better place. 

We have been active in charities such as Make-A-Wish NY, American Red Cross, The United Way and many more.  Working with these organizations is our way to demonstrate our ongoing commitment to our community and giving back to those individuals who need support.

Assets Under Management (AUM)

The total amount of investment assets and cash value within life insurance policies.

Disability Insurance Annualized Benefit

The amount of income replacement our clients would receive should they become sick, injured, or disabled.

Life Insurance Death Benefit

The amount of death benefit our clients' beneficiaries would receive.

Our Clients

The number of families we work with.

* As of December 31, 2016, AUM includes Cash value of Life Insurance policies & Investment Account values