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                      joelberkovitz

                      My Background

                      Joel L. Berkovitz, CLTC

                      Ever since I can remember, I have always had a passion for the world of finance. As a young graduate, I spent an inordinate amount of time educating myself on budgeting techniques, My strength lies in reviewing a financial position from an individual perspective, as well as a business one.

                      In 2011, I joined New York Life Insurance as a means to further expand my financial channels and facilitate more positive financial change in as many people possible. As a licensed insurance agent, I believe I have access to the finest education and resources in the financial arena. Using the advantages New York Life provides, I have the solid training and the natural know-how to service my client's goals and needs in a superlative way.

                      Furthermore, As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.

                      To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site.

                      Some of the financial guidance I help with may include;

                      • Business Succession Planning,

                      • Buy and Sell

                      • Executive Bonus Arrangements

                      • Retirement Planning

                      • Estate Planning

                      • Managing Costs for extended periods of care

                      • Lifetime Income Strategies

                      • Income Protection for the unexpected Disability or Life tragedy event

                      • College Funding

                      Since 2012, I consistently achieved Council recognition and was the top New Org agent (President Council 2013 and Executive Council 2014-2015).1

                      In 2013, I qualified as a Member of the world renowned group of top financial professionals, Million Dollar Round Table (MDRT).2

                      I am also a member at the National Association of Insurance Financial Advisors (NAIFA).

                      In 2014, I acquired the designation of CLTC, in Long Term Care.

                      I work closely with my clients and I look forward in a building a mutually beneficial business relationship built on knowledge, service & trust. The mantra I live by and remind my clients frequently is, 'Remember, you plan today for a calm tomorrow!

                      Neither New York life Insurance Company, not its agents provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

                      1 Awarded by New York Life Insurance Company for outstanding sales achievements.
                       
                      2 Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence in life insurance sales performance in the insurance and financial services industry.

                      Disclosure

                      Joel Berkovitz is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of MO, NJ, and NY. No insurance business may be conducted outside the states referenced.

                      Joel Berkovitz is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 23 Robert Pitt Dr, Monsey, NY, 10952, 718-486-4624. In this regard, this communication is strictly intended for individuals residing in the states of NJ, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

                      BERKOVITZ FINANCIAL is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                      Neither BERKOVITZ FINANCIAL nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                      For more information about NYLIFE Securities LLC and its investment professionals.

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