Insurance

We review existing and available policies to make sure your insurance portfolio is cost efficient and meets one or more of the following needs:

  • Income replacement
  • Wealth transfer
  • Estate tax financing
  • Fixed income diversification
  • Health, long-term care and disability
  • Property, casualty and liability protection

With a variety of products and coverage out there, we analyze your specific needs and make sure you have the most appropriate coverage to protect you and your family against life’s hazards.

Client Resources

Company Information

AJ Wealth
30 Broad Street, 29th Floor
New York, NY 10004
Phone: 212-729-7750
Fax: 888-712-1647
info@ajwealthllc.com

Follow Us