I hope you’re enjoying your three-day weekend. I wanted to give you something to consider when you get back to the business of navigating the needs of your High Net Worth(HNW) clients.
  • Newtek Insurance Agency (along with UBS platform providers Crystal & Company and Willis Towers Watson), is approved by UBS to handle the property & casualty, accident, health insurance and benefits for the business and personal needs of your High Net Worth clients and prospects.
  • Our dedicated, experienced Private Client operation provides your High Net Worth clients a white glove experience.
  • We invite you to offer your clients a complimentary health check on their insurance coverages (i.e. to confirm that they have the right coverages at the right pricing) for their business, home, auto, boats, and other valuable assets.
  • There’s no obligation here – just the chance for you to deliver them peace of mind that they are properly protected.

We also invite you to experience our process yourself. Let us give YOU a complimentary health check on your own insurance coverages. You’ll have the chance to experience our concierge customer service and confirm that your own coverages are adequate and well-priced.

We are confident that we will earn your trust.

We very much appreciate our partnership with you and UBS. Please reach out to me to get things started for you or your clients.

Adam E. Epstein
Director - Strategic Alliances
Newtek Business Services Corp.
Direct: 212-273-7752
Cell: 917-743-4898