Business Details
36 Years
experience
Your Trusted Life Insurance & Annuity Partner in Rockville Centre
Founded in 1990, Katz Nassau has built a legacy of excellence in the life insurance industry. Our team brings decades of combined experience, specializing in life insurance, annuities, long-term care, and disability solutions. We serve property and casualty brokers, career life agents, and financial advisors, providing market access to top carriers and personalized support from submission through commission. Led by President Joe Bosnack, a 30-year industry veteran, we prioritize hands-on client relationships and industry leadership.Our partnerships with organizations like Subcenters and NAILBA demonstrate our commitment to advancing the profession. We empower advisors to meet client needs with tailored strategies, leveraging our heritage dating back to 1928 through our merger with W.S. Vogel. Our focus remains on delivering best-in-class products and service that enhance both advisor success and client outcomes.
Services
Life Insurance
Annuities
Long-Term Care
Disability Insurance
Senior Settlements
Details
- Year established: 1990
Highlights and features
- 30+ years of industry experience with specialized expertise in life insurance solutions
- Dedicated team provides hands-on support from submission through commission
- Access to top-tier carriers and products tailored to client needs
- Proven track record of expanding advisors' product offerings and revenue streams
- Leadership roles in major industry associations like Subcenters and NAILBA
Services
Life Insurance
We provide comprehensive life insurance solutions tailored to individual and business needs. Our offerings include term, whole, and universal life policies from top-rated carriers. With expert underwriting support and competitive pricing, we help advisors protect clients' financial futures while maximizing coverage options.
Annuities
Our annuity products offer secure retirement income solutions through fixed, indexed, and variable options. We partner with leading providers to deliver tax-advantaged growth opportunities and guaranteed income streams. Our team provides market analysis and product comparisons to help advisors select optimal solutions for clients' retirement goals.
Long-Term Care
We offer specialized long-term care insurance policies that protect assets against rising healthcare costs. Our hybrid solutions combine life insurance benefits with comprehensive care coverage. Our experts guide advisors through policy customization, underwriting assistance, and client education to address evolving elder care needs.
Disability Insurance
Our disability insurance products safeguard professionals' earning potential through individual and group coverage options. We provide tailored policy structures with customizable riders and elimination periods. Our team supports advisors with claims advocacy and underwriting expertise to ensure comprehensive income protection for clients.
Senior Settlements
We facilitate senior life settlements and structured settlements through ethical, transparent processes. Our specialists connect advisors with qualified buyers and provide valuation services for existing policies. We ensure compliance with regulatory standards while maximizing value for policyholders seeking liquidity options.
People
Joe Bosnack
President & CEO
With 30+ years in the insurance industry, Joe leads Katz Nassau's strategic direction. He serves on multiple industry boards and brings deep expertise in life insurance and financial planning solutions.
Questions
What services does Katz Nassau offer?
We specialize in life insurance, annuities, long-term care, and disability insurance solutions for brokers and financial advisors.
How do you support insurance brokers?
We provide market access to top carriers, expert guidance, and personalized support from submission through commission.
What makes Katz Nassau unique?
Our 30+ years of experience, industry leadership roles, and hands-on approach differentiate us in the wholesale insurance space.
Which geographic areas do you serve?
We primarily serve New York and Virginia, with partnerships expanding our national reach through Parmett Group and Colonial Brokerage.
How do you handle complex insurance cases?
Our team leverages deep carrier relationships and customized strategies to address unique client needs and challenging cases.
