Our Qualifications

Robert is a Cum Laude graduate of Queens College. He is a Chartered Life Underwriter, a Life and Qualifying member of the Million Dollar Round Table. In addition Bob is a member of NAIFA, the Senior Umbrella Network, Nassau County Estate Planning Council and the Nassau County Chapter of CLU. In the past, Bob was Vice President of the Suffolk County Estate Planning Council, Chairman of the Advocacy Committee of the Senior Umbrella Network, and was a member of the Service Advisory Board of the Long Island Alzheimer's Foundation.

Robert is frequently asked to speak before senior organizations, charities and professional groups comprised of CPAs and attorneys.  His seminars explore the areas of long-term care insurance, estate planning, pensions and health insurance. Past audiences include the New York State Bar Association, Nassau County Bar Association, National Conference of CPA Practitioners, AARP, Senior Umbrella Network, Estate Planning Council of Nassau County, Estate Planning Council of Suffolk County, Association of Professional Financial Consultants, and Long Island Alzheimer's Foundation.