general and excess lines insurance agency licensed to transact business in the states of New York, New Jersey and Connecticut. The company was incorporated in 1972 as the vehicle of transfer

leading independent distributor of financial services to high net worth individuals and growing 1,800 producers in nearly 45 states and Puerto Rico consisting of 160 -party distributors specializing in life insurance and wealth transfer, corporate and executive benefits and Partners is headquartered in New York.