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
28 Liberty Street, Suite 2850
New York, NY 10005
Phone: 212-729-7750
Fax: 888-712-1647

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