As you know, the start of the new year offers a great opportunity for your Financial Advisors to review their clients’ financial future. We want them to keep in mind that even the strongest financial plan could be 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 you and them, 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 existing policies.

In either case, this consultation will confirm that the right coverages are in place at the right price, offering peace of mind going into 2020.

We would very much appreciate you making sure that everyone in your market is aware of this important offer.

Thank you,

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