Broker Check

FAQs

If you have a question that isn’t answered here, please don’t hesitate to contact us.

FAQs

What services do we provide?

The most important service we provide is training for our advisors. I’m a licensed New York State Continuing Education (CE) and Continuing Professional Education (CPE) instructor. I help train brokers on products, ideas, retirement planning, long term care, life insurance, disability insurance, estate planning, retirement planning, etc. We can provide you and your team continuing education training geared to whatever subject matter is important to you and your business.

What makes us different?

I think what makes us different is the experience that we bring to the table. I have been in the financial service business since 1984. Through my experience, I think I understand what is necessary to be responsive, deliver quality service, and be worthy of your business. My role has been mostly in management and development, support, and training of financial advisors, insurance agents, CPAs, etc.

Michael Deborah and DonnaAlong with myself, our team is comprised of Deborah Marcovecchio and Donna Portnoy. Deborah has been with me for about 10 years. Her experience is tremendously valuable and she does an outstanding job in coordinating and supporting the needs of our brokers. She helps them with proposals and information which helps them get their business done.

Donna Portnoy is very detail oriented, and does what we call “backstage work” for our company. Our backstage work has to do with tracking business, ordering medicals, paying attention to details, and making sure nothing falls through the cracks. Donna does a great job in that area.