PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD
PURCHASE, NY 10577

Phone:

914 582 6166

E-mail:

katz4insur@aol.com

Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Videos

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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 914 372-2875.

Newsletters

Why Renters Should Have Their Own Insurance

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

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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HOT TOPIC: Buffett Takes a Bow: 7 Lessons from an Iconic Investor

At age 94, Warren Buffett announced retirement as CEO of Berkshire Hathaway; article reviews his investing fundamentals and insights.

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Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Credit Card Debt

How Long Will It Take to Pay my Balance?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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