The Atlantic Benefits Agency offers insurance and financial products to organizations and individuals.  The mission of our Insurance Services division is to identify and implement solutions that meet our client’s personal and business objectives.

Working with our client and their advisors, we offer insurance solutions ranging from basic financial planning for families to sophisticated business and estate planning. Our insurance portfolio consists of products from only the top tier insurance companies. Products include life and disability insurance, long-term care insurance and annuities. We do not have a direct relationship with any insurance company or product sponsor. This independence enables us to identity the most competitive product for each client.

With over 35 years of insurance planning experience, we understand that no two clients are alike. We are practitioners in the consultative approach to insurance planning, meaning we approach each case with no pre-conceived notions of what will or will not work in any given situation.

Our goal is to build relationships with clients that stand the test of time. Through prompt and professional service, our clients are assured that their planning needs will be addressed not only for today, but also on a consistent basis in the future.

For information about our Insurance Services, or if
you would like to meet with
one of our consultants, please
feel free to contact us.

We are pleased to furnish
client references.

Contact us at:
212-354-1800
914-242-9000
800-657-7575
or send us an email.