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

Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Consider Munis for Tax-Free Income

Notes record issuance of municipal bonds and their tax-exempt appeal.

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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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Are You Prepared for the High Cost of Dying?

Describes financial burdens associated with end-of-life care and funerals.

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Calculators

Life Expectancy

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

Savings Accumulation

Estimate the future value of your current savings.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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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