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PAUL KATZ , AEP®, CLU®, ChFC®, MSFS

66 OLD WELL ROAD


PURCHASE

,

NY

10577

Phone:

914 582 6166

E-mail:

  • X
  • Linkedin

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Describes financial burdens associated with end-of-life care and funerals.

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Shows how transfer-on-death designations help avoid probate costs.

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Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How much do you need to save each year to meet your long-term financial goals?

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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