Alan J. Kramer CFP, CLTC, MBA, LUTCF
Alan J. Kramer, CFP, CLTC, MBA, LUTCF
Agent

Credentials

 

  • CLTC

     
  • Life Underwriters Training Council Fellow

     
  • MBA

     
  • Licensed Life Insurance Agent

     
  • Licensed Health Insurance Agent

     
  • Member of the Million Dollar Round Table (MDRT)*  (1999 - 2009)



*MDRT is recognized throughout the industry as the standard of excellence in life insurance sales performance.



As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.



Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.



Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.




Alan Kramer is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of NY, CT, NJ, & CA (CA license #0D13450)). No insurance business may be conducted outside these states referenced.



Alan Kramer is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of NY, CT, NJ, & CA (CA license # 0D13450)). No offers may be made or accepted from any resident outside the specific states referenced.

  

Alan Kramer is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

 

 

 

For information or a no obligation appointment with Alan please call
(732) 967-1700.
Thank you and good planning.

 

 

 

 
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