PAUL KATZ , AEP®, CLU®
ChFC®, MSFS

66 OLD WELL ROAD

PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

katz4insur@aol.com

Videos

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Calculators

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Contact Us

Please feel free to contact us with any questions.

Welcome and thank you for visiting!

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client's financial and life insurance goals.

My personal goal is to become a lifetime source for each and every client.
I look forward to hearing from you. Please call for immediate assistance 914 582 6166

Newsletters

HOT TOPIC: Mining Maelstrom: Why Rare Earths Are Making Headlines

Explains importance of rare-earth minerals and their role in technology and security.

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Investing with Market Cap in Mind

Shows how combining small-, mid- and large-cap funds enhances diversification.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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PAUL KATZ , AEP®, CLU® ChFC®, MSFS

Videos

Calculators

Contact Us

Newsletters

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Calculators

PAUL KATZ , AEP®, CLU®
ChFC®, MSFS