Alan Lipsky

Alan Lipsky

Financial Services Professional helping individuals and business owners to create, build, and preserve wealth

Role
Licensed Agent at New York Life
Location
New York, NY, US
LinkedIn followers
500 followers

About Alan Lipsky

I offer a variety of products that can help you meet a number of insurance and financial…

Experience

  1. Licensed Agent

    New York Life

    Feb 2016 — Present · Melville, NY, US

    Agent licensed to sell insurance through New York Life Insurance Company.

Skills

  • Mutual Funds
  • Education Funding Strategies
  • Employee Benefits
  • Investments
  • Life Insurance Strategies
  • 401k Rollovers
  • Lifetime Income Strategies
  • Retirement Income Strategies
  • Long Term Care Insurance
  • Business Planning

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