One licensed agent for everything you insure
Your home, your business and your Social Security and insurance timing, looked after together by one person, with a yearly review of all of it and a direct line when something comes up.
- One licensed agent
- A yearly review
- A direct line
Everything you insure, looked after as one
One licensed agent
Across your household and your business. One person who knows all of it.
A yearly review
Every policy you own, side by side, once a year.
A direct line
Priority scheduling for your insurance when something comes up. Medicare help is the same for everyone.
Social Security and insurance timing
Coordinated with your accountant.
Your accountant and attorney
I coordinate with them, so the advice fits together.
Claims and changes
You call me, not a call center.
Most gaps live between policies: the umbrella that doesn't sit over the rental, the business use the car policy never heard about. Looking at everything together is how they get found.
The whole household, in one place
And jewelry, watches and art. All of these policies are currently placed in New York only.
Your year as a Private Client
- First
An introductory call
Free, no commitment. We go through what you have and what you want looked after.
- Then
Your policies, side by side
Send me your declarations pages and I lay every policy out together, so we can see the whole picture.
- Every year
A review of everything
Everything reviewed together once a year.
- In between
A direct line
Priority scheduling for your insurance, and me on call when something comes up.
$0
Complimentary
Private Client is for households with several policies, and it's paid by the insurance companies' commissions, like all my help. It starts with a free introductory call, with no commitment.
Medicare plan help, the Social Security claiming analysis and everyday insurance help stay free and the same for everyone, whether or not you become a Private Client. All packages and pricing.
Request the priority line
Leave your number or email and how you'd like to be reached. Private Client costs nothing, and Medicare plan help stays free and separate.
Common questions
Short answers to what people ask before they call.
Still have a question? Call (518) 902-8822 or book a call.
What does Private Client cost?
Nothing. Like all my help, it's paid by the insurance companies' commissions. Private Client is for households with several policies (home, cars, umbrella, valuables, rental or business) who want one licensed agent looking at all of it every year.
Do I need Private Client to work with you?
No. Personal and Business help cost you nothing, and questions about your policies are always free. Private Client is for people who want one licensed agent to review everything they insure together each year.
All packages and pricing · How I'm paid
We do not offer every plan available in your area. Currently we represent 10 organizations which offer 81 products in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. 1-800-MEDICARE (TTY 1-877-486-2048) is available 24 hours a day, 7 days a week.