PAUL KATZ , AEP®, CLU®
ChFC®, MSFS

66 OLD WELL ROAD

PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

katz4insur@aol.com

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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: The Fed Lowers Rates in an Economic Balancing Act

Analyzes the Fed's trade-offs between employment and inflation concerns.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Three Ways to Help Build Financial Resilience

Outlines steps toward handling financial setbacks and emerging stronger.

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Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Calculators

Lease Payment

How much would your monthly lease payment be?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Disability Income Insurance

How much Disability Income Insurance do you need?

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PAUL KATZ , AEP®, CLU® ChFC®, MSFS

Videos

Calculators

Contact Us

Newsletters

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.

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