In no particular order. Question asked on 7/10/14
· Jeff Zorn
o Northwestern Mutual.
o 50 Main Street, Suite 1520, White Plains, NY 10606
o Phone: (914) 367-0960
o Fax: (877) 235-5805
· Alfredo Alves de Lima
o New York Life
o 120 Broadway, 29th Floor
o New York, NY 10271
o Tel: 212.261.0292
o Cell: 646.593.1435
o aalvesdelima@ft.newyorklife.com
o Sharp, articulate and hard working
· Barry M Fine
o Senior Financial Advisor
o 631.513.8822
o That's my expertise let me know how I can help
· Jonathan Pratt
o Life Solutions Group
o jprattmass@yahoo.com
o incredible resource for this purpose. He used to lead MetLife's Life Insurance Brokerage Group and now has his own firm,
· Alan Levin
o He's a Columbia Business School graduate from the 70s so a lot of experience. I got my life insurance through him and everyone I have referred has also ended up buying from him.
· Marc Gensler
o Strategies for Wealth
· Darryl Friedricks
o Levitt Fuirst Associates, Ltd.
o 917-734-9792
o He is very user friendly.
· Adam Slocum
o Financial Services Professional
o New York Life Insurance Co.
o Greater New York Office
o 420 Lexington Ave., 15th Fl
o New York, NY 10170
o cell:347-601-8400
· Benji Markoff
o They specialize in doing insurance for entrepreneurs and have simplified much of the process with technology.
o Set up your Founder Shield client account Here:
· Tom Dignan.
o 212-488-0487
o http://www.frenkelbenefits.com
o 350 Hudson St. 4th Fl.
o New York, NY 10014
· Kumi Ichikawa
o Prudential
· Joseph P. Fitzpatrick
o Sales & Account Executive
o Wells Fargo Insurance Services
o 330 Madison Avenue, 7th Floor
o New York, NY 10017
o Direct: 917 368 6719
o Mobile:973 507 6420
o Joseph.p.fitzpatrick@wellsfargo.com
· Mary Ann Costabile
o Rue Insurance
o we’re working with her for over ten years. She’s great!
· Robin Mancuso
o Office : 248.457.8521
o Seasoned VP at Arthur J. Gallagher Benefits Service, has facilitated several executive life insurance policies for the businesses I've owned
· Mark Loscalzo
o 631-758-4500
o 631-676-7080
· Christopher Walters
· PB USA New York
· +1 212 538 3396 (*106 3396)
· I am a CBS alum. I am life insurance licensed and my business partner and I have worked successfully with businesses and owners on life insurance and investments. In both, we are completely open architecture meaning that we don’t just sell product from one insurance company like a <generic insurance company> would do. We compare prices of multiple policies from multiple providers and find the best solution for the client.
· Michael K. Rosenman
· CLU ChFC CASL
· Financial Advisor/Disability Income Specialist
· Northwestern Mutual - Stamford
· 400 Atlantic Street, 3rd floor, Stamford CT 06901
· 203.653.2112 direct
· 203.653.2103 fax
· 914.523.6075 cell
· http://www.michaelrosenman.com
· My team:
· Lillian Amcis, Director of Marketing
· 203.653.2104 lillian.amcis@nm.com
· Victor Joseph, Associate Financial Representative
· 203.221.5314 victor.joseph@nm.com
· Katherine Jarozewski, Associate Financial Representative
· 203.221.3962 k.jarozewski@nm.com
· Ian J. Green
o Kevin Donnelly
§ kdonnelly@brokerageselect.com
o My firm, BrokerageSelect, is a life insurance broker. My associate, Kevin Donnelly, and I both are Columbia B-school grads. Our firm handles, insurance, 401Ks, and other business and individual needs.
· Peter E. Goodman
o Principal
o Director of Insurance
o Registered Representative
o NFP Securities, Inc.
o SAMPERS FINANCIAL, INC.
o T: 973.744.1014
o F: 973.744.3410
o M: 973.420.9099
o 79 Midland Avenue - Montclair, NJ 07042
o I've worked with Peter Goodman, based in NJ, for over five years. I'd describe him as a consultant and a client advocate with insurers. He is the consummate professional who has knowledge, integrity, and a penchant for getting things done, done right and done thoroughly.
o His background and contact information follow:
o "To an extent a broker is a seller of insurance not tied to any one carrier – which we are not – there are very few insurance carriers we are not already appointed with, or cannot be easily. We view ourselves as representing the client more than the carrier. Most of my own clients tend to be business related – succession planning, executive benefits/compensation planning, key man life insurance. With the business owner we will also get involved in estate planning. We also have a separate office that focuses on employee benefits – things like group insurance benefits and qualified retirement plans.
o I am Past President of the Estate Planning Council of Bergen County in NJ, and of a national retirement oriented study group, Retirement Administrators and Advisors of America (RADA).
· Joseph Godfrey
o 914-325-8687
o Mobile is 646 473 4160.
o CBS alum.
o Columbia alum, experienced and trustworthy. Totally knowledgeable
o Good, old guy with years of experience.
· Marvin Strauss
· David A. Guterman
o Certified Financial Planner, Trust and Estate Practitioner
o Guterman Organization
o http://www.BeverlyHillsAdvisor.com
o 8383 Wilshire Boulevard, Suite 600, Beverly Hills, California 90211
o 1763 Fairfax Avenue, Los Angeles, California 90019
o tel 323-312-8260
o fax 323-386-9600
o I'm a CBS alumnus '93, and experienced insurance broker: happy to help with this Key-Man Life for you and top execs: also can help with disability income coverage, group life/disability, property/casualty and other needs you may have.
· Aaron Abrahms
o Winged Keel Group Inc
o 212-527-8041
· James White Parmele
o Parmele, McDermott & Thomas
o 251 Wall Street
o Princeton, NJ 08540
o Phone: 609-921-1368, Ext. 13
o Fax: 609-921-8561
o Mobile: 609-947-5669
o www.parmelemcdermottthomas.com
· Bruce Anapol
o Financial Representative
o P. 914-288-8997 F. 914-288-8803
o 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573
o bruce_anapol@strategiesforwealth.com
· Justin Carlson
o Financial Consultant
o Associate, Business Strategies Group of New Jersey
o AXA Advisors
o 333 Thornall Street, 8th Floor
o Edison, NJ 08837
o Office: 732-476-2823
o Cell: 732-501-2053
· Jonathan J. Pratt, CLF
o CEO & President
o Life Solutions Group
o jonathan.pratt@lsgadvisor.com
· Scott M. Turner, CFP®, FSA
o 555 Taxter Road, Suite 190
o Elmsford, NY 10523
o 914-909-1554
o 914-909-7752 (fax)
· Guy Moffitt
o Wells Fargo
· Paul Markis
o Financial Advisor
o Wealth Management Group
o Morgan Stanley
o Park Avenue Plaza
o 55 E. 52nd St | 28th Floor
o New York, NY 10055
o Tel: (212) 883-8528
o Fax:(212) 883-8100
o www.morganstanley.com
· Brett Pasher
o The Garvin Group
o 973-698-5621
o 973-698-5621.
o The Garvin Group is a one stop shop for providing ALL employee benefits at the most affordable rates.
· Barry Goldwater
o GOLDEN2401@aol.com
· Jared Becker
o Wechsler Associates, Inc.
o 212-583-0800
· Daniel Stan
o 360 Hamilton Avenue, 9th floor
o White Plains, NY 10601
o office 914.989.3810
o toll free 888.433.4875
o http://www.prudential.com/us/d.stan
· Plum Insurance:
o http://www.pluminsurance.net/
· Kate Nguyen
o Northwestern Mutual
o 10 Madison Ave Ste 3
o Morristown, NJ 07960-7303
o Phone: 908-370-1658
o Email: kate.nguyen@e.nm.com
· Steven E. Glick
o CERTIFIED FINANCIAL PLANNER
o American Business, Inc.
o 45 W. 45th Street,15th Floor
o New York, NY 10036
o Phone (212) 359-4375
o Fax (866) 874-3220
o sglick@americanbusiness.com
· Brad Small
· Jeff Boley
o (203) 247-3312
o CBS '91 alum and work with business partners looking for cross purchase and key man coverage often.
· Jay A. Robbins
o Arthur J. Gallagher Risk Management Services, Inc.
o 2 Westchester Park Drive | White Plains, NY 10604
o 914.697.6020
o c 203.219.4158
Craig Haba
o 203 383-0324
· Richard Orlando
o Masters Coverage.
o 917 693 6031