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

Why Renters Should Have Their Own Insurance

Explains that landlord policies don't cover tenants' personal property.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Consider Roth for Tax-Free Income

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

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Calculators

Car Affordability

How much can you afford to pay for a car?

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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