We know this is the time of year you’re spending extra time sitting with your clients to plan their financial future. We want you to keep in mind that even the strongest financial plan risks being derailed without proper insurance coverages.

The current crises in Australia and Puerto Rico are perfect examples of why it’s important to have the right coverage in place before a natural disaster strikes.

To support your efforts, Newtek Insurance Agency is pleased to offer any client or relationship a complimentary review of existing personal or business insurance coverages. If you’d like to experience the process first yourself, we’d gladly review your own coverages as well.

In either case, this consultation will confirm the right coverages are in place at the right price, offering peace of mind going into 2020. To get the ball rolling on any review, all I need is a name, e-mail address and phone number for contact.

Thank you,

Adam Epstein
Director - Strategic Alliances
(212) 273-7752
aepstein@newtekone.com