Client Pro?le

Are you a business owner interested in helping protect the viability of your business in the event of a premature death or disability?

Are you a business owner interested in helping create a comprehensive employee benefit program to attract and retain quality employees?

Are you a business owner interested in business succession, helping ensure your business will pass to the next generation?

Are you a Non-Profit organization interested in providing a comprehensive employee benefit program?

Would you count yourself among the growing number of individuals/families concerned about sufficient life insurance protection and tax-advantaged savings for college or retirement?

Are you among the senior citizen population concerned about outliving their retirement income, reducing/eliminating estate taxes, or helping fund nursing home expenses with proper long-term care planning?

If you answered YES to any of the above questions, call us!

Regardless of the issue, working together, your business and/or personal planning needs will be addressed in a manner that will help provide you with satisfaction and financial security.

Disclosure

Thomas Judd is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of NC, NY, and VA. No insurance business may be conducted outside the states referenced.

Thomas Judd is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 1031 Watervliet Shaker Rd Ste 202, Albany, NY, 12205, 518-444-0466. In this regard, this communication is strictly intended for individuals residing in the states of NJ, and NY. No offers may be made or accepted from any resident outside the specific states referenced.

Thomas K. Judd & Associates is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Thomas K. Judd & Associates nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.