Existing Clients

* Please note the sites below are password protected for existing clients. Please contact us to get the password.

Employed by or retired from:

Brooklyn Public Library

Northern Highlands Regional High School

Ramsey Board of Education

River Edge Board of Education

Central Regional Board of Education

Over the 30 plus years that I have worked in financial services I have worked with many clients and have developed wonderful friendships with many. I have worked together them to do much that is good.  I have watched as college savings accounts have been used to pay for the tuition.  I have delivered death benefit checks to grieving survivors.  I have assisted as many of my clients have entered into their retirement with financial assets to supplement their pension and Social Security.

Please use the links below as you wish to access information about your accounts or contracts with the various companies that are listed.

These links are not intended to serve as a substitute for the personal attention that you will get if you call our office but rather to provide you with convenient access to the information when you don’t need to speak with us or if you are looking for that information when we are not in the office.

Access information about your insurance and investments

Insurance Companies

Life
Ameritas Life (formerly Union Central Life)
Genworth Financial/First Colony
Banner Life
William Penn Life
Prudential Life

Disability Income
Ameritas Life (formerly Union Central Life)

Long Term Care
Genworth
Prudential Life

Investment Companies*

Mutual Funds*
American Funds

Brokerage Accounts*
National Financial Services/Ameritas

Variable Annuities*
Lincoln National American Legacy
ING

Fixed Annuities
Ameritas Life (formerly Union Central Life)
Presidential Life

Consolidated Investment Information*
Allbridge
*This site requires a password for the initial registration. Please contact us to obtain the password.

 

***The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this website. Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our Agency cannot be responsible for the content of any of the above links.