Broker Check
Deborah Marcovecchio

Deborah Marcovecchio

Director of Client Relations

Deborah and I are very similar, which means we like to be out in front, working with the people, talking to the client, marketing, problem solving and so on. Deborah’s been with me for 14 years now. The brokers and the clients really like her. She’s professional. She’s knowledgeable. She is just a remarkable resource and does such a great job for everyone.

Deborah Marcovecchio, Director of Client Services, is a 15-year veteran of the insurance services industry. She started her career as a client. After seeing the benefits of a financial plan first-hand, she was recruited into the business to work directly with her personal financial planner, and then transitioned into a client servicing role.

Deborah holds a BA from Hofstra University with a concentration in Finance. She lives in Kings Park with her husband, John, and son, Jack. Her hobbies include cooking, reading and visiting the House of Mouse (yes, Disney!) with her family, as often as she can.

In addition to managing the office, as Director of Client Services, Deborah works with independent financial advisors to:

  • Guide them through case design and the application process.
  • Coordinate applications with new business and underwriting.
  • Obtains medical records and other supporting documentation.
  • Communicates status to the submitting broker.
  • Obtains in-force illustrations, broker of record changes and servicing forms.