Joel Appel

About Joel Appel

Let’s be frank – No one wants to talk about death. But it’s my job to make you uncomfortable, In order to ensure that your loved ones are comfortable I enable people to define and preserve their legacy, by providing comprehensive strategies on will writing, estate planning, and asset liquidity. Did you know that - If you don’t have a legally sound plan to divide your assets, Then the government will decide how to divide them for If you want to be the one who decides how your assets are divided, You MUST have a legally binding and detailed strategy of how you want your estate to be distributed. Ask yourself this – If something happened to you yesterday, What would you want to happen today? Would your family to be able to sit at the table together in peace, Without resentment over an unfair distribution of your estate? PROTECTING YOUR LEGACY I work with individuals to ensure their legacy is protected and their assets are divided in a way that preserves the future peace, safety, and prosperity of their loved ones. My goal is to dispel the common misconceptions that 1) only the extremely wealthy need estate planning, and 2) everything will work out fine on its own. THE PLANNING PROCESS We’ll start with a 20-minute meeting to go over your situation. Then I’ll analyze your financial information, And outline what will happen to your estate as it currently stands. If you aren’t happy with they way it will pan out, We’ll start working on your estate plan strategy. Finally, we will implement the plan. I’ll actively manage your strategy in case of any updates in your industry, new assets, etc, and follow up annually to ensure everything is accurate and up to date. ABOUT ME Sitting down with people, truly getting to know them, and solving their problems has always been a deeply rewarding experience for me, and with a background in life insurance, I have an intimate understanding of how and why it’s so crucial to secure the prosperity you’ve built. WHO I SERVE $5M+ net worth $250k+ income Professionals in the construction, real estate, and entrepreneurial space.

Experience

1. Life Insurance Agent

   New York Life

   Oct 2018 — Present

   I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. 23 Robert Pitt Drive #104 Monsey, NY 10952

Education

• Kaplan Financial Education

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