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Term Insurance
Straightforward, cost-effective protection for a defined period income replacement, mortgage protection and family security.
New York Full-Service Insurance Planning & Brokerage
Plan for the long horizon.
We build insurance and wealth strategies for individuals, families and business owners specializing in long-term care planning and wealth creation through insurance.
Are you prepared for the possibility of needing long term care during your life?
Products
What we can offer you
Coverage and planning options include:
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Life Settlements
Turning an existing policy you no longer need into a source of liquidity, rather than letting it lapse.
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Long-Term Care Insurance
Coverage built to protect your savings and your family from the cost of extended care.
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Permanent Life & IUL
Lifetime coverage paired with cash value growth, used for legacy, income and wealth-building goals.
Planning Strategies
Insurance is one piece of a larger picture. We work alongside your attorney and accountant on strategies that protect and transfer wealth while avoiding taxes.
Estate Planning
Structuring how assets are held and transferred, so your wishes not the tax code decide the outcome.
Business Succession Planning
Buy-sell agreements and key-person coverage that keep a business running through a transition, planned or not.
Gifting & Federal Exemptions
Using annual exclusion gifts and lifetime exemption amounts fully and correctly, before the opportunity passes.
Charitable Gift Strategies
Learn how charitable gift strategies such as a family foundation or a charitable annuity trust can save you current income taxes.
Who You'll Work With
Fishman Associates
Fishman Associates, through its licensed agents and brokers, offers full-service insurance planning and brokerage, designing custom solutions for your unique goals.
Get in touch
Let's talk about your plan
Reach out directly, or fill out the form and we'll follow up. There's no cost to have a conversation.
GLENN A FISHMAN FOUNDER
35 Beverly Road, Great Neck, New York 11021
516-633-1110
Glenn@fishmanassociates.com
35 Beverly Road, Great Neck, New York 11021
516-633-1110
Glenn@fishmanassociates.com
YALE FISHMAN FOUNDER
59 Briarwood Lane, Lawrence, New York 11559
516-313-0350
Yale@fishmanassociates.com
59 Briarwood Lane, Lawrence, New York 11559
516-313-0350
Yale@fishmanassociates.com