Roger Soo - Estate and Pension Planning Strategies

CONNECT

Address:

675 Third Ave, Suite 900
New York , NY 10017

Phone:

646-898-3555 or 212 879-8989

Fax/Other:

646-898-3556

Strategic Insurance Planning

We understand that life and disability insurance are about risk.  Risk is the exposure to the probability of loss.  Risk can either be assumed, ignored, or transferred to a risk bearer.  Many times we find that improper ownership and/or beneficiary designation for life insurance creates unnecessary estate taxes and the loss of asset protection for the family.  We feel by listening, observing, and asking questions, we will be better able to recommend financial strategies that will help our clients achieve their personal and practice needs and objectives. 

 

Through our association with some of the country’s leading life insurance providers, we help clients design and implement personal and business insurance plans that protect them in the event of income loss due to sickness, injury, or death.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck