Joshua Berman, Consultant at Rowin Insurance

10/18/2024

Homeowners getting cancelled and mon-renewed for their insurance are reaching out to me since I cannget coverage for virtually anyone.

05/09/2021

As many of you have noticed, I made a move to a wonderful, full service, concierge-style insurance cunsultancy. While Quantum is known for serving celebrity and high-net-worth clients, I am still able to take care of my legacy clients as well as friends and family. We service the entire United States, so please feel free to connect with me about any insurance related question and I can give you thoughtful, free advice.

04/26/2021

Helping to build better futures for others is a great legacy to leave behind. If you're thinking about donating to charities as beneficiaries, here are some things to consider.

Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

04/21/2021

There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.

04/16/2021

As you get further along in your career, preparing for retirement becomes a greater focus. These tips can help you along the way, but please get in touch if you'd like some professional guidance.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

04/11/2021

When you're a grandparent, a bright future of opportunity can be the best gift you can give to your grandchild. Contact me to learn how New York Life can help you pay for your grandchild's future education and set them up for a world of possibilities.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

04/06/2021

Once you reach a certain age, you're required to take the minimum distribution from your tax-qualified retirement account, but you do have options how you can use it. Reach out and I can help you figure out the best strategy for you.

Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, their rules and how RMDs can be used.

04/01/2021

When it comes to your retirement strategy, there's no time to take chances. Learn what matters when it comes to choosing an insurance company and why New York Life's financial strength ratings are consistently among the highest in the industry.

Financial strength or insurance ratings indicate an insurance company's ability to pay policyholder claims. Learn how important these ratings are from New York Life.

03/27/2021

Typically, the longer you wait to start collecting Social Security, the bigger your benefits will be. However, the immediate need for assistance can outweigh the desire to wait. If you need help deciding what to do, read this article and let’s talk.

Guidance on when to claim benefits based on your personal needs.

03/23/2021

Debt is stressful and confusing. I can help you get you some clarity and build a strategy that gives you confidence in your financial future. Let’s touch base today!

The pressure to pay off debt can feel overwhelming. Discover with New York Life how managing debt allows you to pay it over time without limiting your future.