top of page

PAUL KATZ , AEP®, CLU®
ChFC®, MSFS

66 OLD WELL ROAD 

PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

katz4insur@aol.com

  • 11062b_7cf73902d06c4f3685c379a21c6c8285~mv2
  • x

Videos

We have interesting videos for you to watch on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

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

​

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

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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.

Key Tax Law Changes to Higher Education Coming Soon

The One Big Beautiful Bill Act includes many provisions that affect higher education.

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

Savings Accumulation

Estimate the future value of your current savings.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

LTCI Cost of Waiting

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

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck