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Who We Are
Bill Kantrowitz
Bill has created an organization of highly trained and experienced insurance and financial planning consultants dedicated to providing specialized insurance programs to business professionals.
With 40 years experience, Bill has achieved professional recognition by qualifying as:
* Chartered Life Underwriter (CLU)
* Chartered Financial Consultant (ChFC)
* Life Member, Million Dollar Round Table
Gerry Jamgochian
Gerry is a seasoned underwriter, with over 40 years of field experience. His expertise is in getting the very best rate classifications, based upon his knowledge of the industry, relationships with Home Office decision makers and working closely with the top insurance carriers.
His nickname is “Houdini” because of his ability to produce exceptional results, beyond the expectations of what is easily seen. With extensive experience in sub-standard medical underwriting, Gerry is able to provide insurance planning results, even for those with conditions such as heart disease, hepatitis or diabetes.
Gerry’s has achieved professional recognition by qualifying as:
Investment Advisor Representative (IAR)