All I need is about 60 minutes of your time and a copy of your policy. After I’ve had time to review the information, I’ll get back to you with a clear concise roadmap to ensure you get the security and value you need out of your policy.
Financial peace of mind begins with knowing your options.
You’re insured. You think. Did you set it up years ago? Has it expired? Are you sure it will cover your needs? Is your insurance company financially strong?
Or is it just…. complicated?
I’ve provided consulting services to life insurance policyowners and their advisors for more than four decades. I’ve rescued hundreds of poorly structured policies and enhanced their value. In layman's terms that means I’ve decreased premiums, made sure people were covered, and put money back into policyholders’ pockets.
These services gave my clients greater security and peace of mind.
I spent 10 years as life insurance company counsel and 30 plus years as owner of a large life insurance agency (focusing on life insurance design and utilization). Translation: you get comprehensive expertise that’s generally not available.
You also get a personal coach who will focus on you and your reasons for having a policy.
It’s your money. Make sure it’s going to be there when you need it.
Talk With BarryHow I Can Help
Determine if Your Policy Will Last
Unsure whether your policy will last as long as you do? I can help determine the sustainability and credit worthiness of your policy and insurance carrier.
Assess if Your Policy Delivers What You Want
Is your policy payable to the correct beneficiary? I provide the needed analysis to determine the appropriate distribution.
Review Policies Owned by Your Business
Please use this copy below: Concerned your documentation isn’t up-to-date? Have partners joined or left the company? Is your plan up to date with recent tax changes? I review the pertinent documents including business valuation and contractual documentation.
Sell an Old Policy
Please use this copy below: Have an old policy that is no longer needed or appropriate? Don’t surrender it for its cash value! We can find a buyer in a regulated market that will pay more than cash value. There is a market for certain term policies as well.
Uncomplicate the Complicated
Please use this copy below: Experiencing a divorce or business changes? I can help to find the best-use of your life insurance policies. I can help find the best use of your life insurance policies and supplement or change them as needed.
Want free advice?
Ask Barry a question and he’ll respond within 48 hours.
What My Clients Say
Focused On My Needs
Finding a policy that fits your needs can be difficult, especially as we age. I
finally have the right coverage.. It helps me sleep better at night knowing that my business and my family are properly protected. Barry increased my coverage by 20% and decreased my premiums by 40%. I highly recommend Barry Koslow.
Michelle Miakos
Owner, 8 Waves Creative
Trusted Advisor
Barry has been a trusted advisor for 31 years. He worked tirelessly with our Board of Directors and has given me and my spouse great advice and peace of mind. I unquestionably recommend Barry Koslow for expert assistance in addressing executive compensation.
Richard A. Hayden
Life Fellow, American College of Healthcare Executives
Market Knowledge
If you are looking for a trustworthy and knowledgeable life insurance agent, look no further. Barry is amazing at his craft. He broke down not only the premiums but also the creditworthiness of each company. In the end, Barry was able to cut my premium in half, which I couldn’t be more grateful for. Thank you, Barry!
Alex Lampropoulos
Leader Bank
My Experience
400+
Policyowners Served
Serving clients in over 35 states
100+
Client Advisors Served
Including accountants, financial advisors, lawyers, brokers, and more
100+
Companies Served
Including, more than 25 banks and financial institutions across 10 states
50+
Not-for-Profits Served
Including, more than 25 hospitals and over 30 service organizations
What’s Stopping You from Getting Advice?
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I don’t have time for this right now.
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I don’t have the money for this. It’s going to be expensive.I charge a reasonable fee for my time. You get 40+ years of seasoned experience and sound advice.
You’ve invested a lot of money in your policy: it’s worth it to ensure it’s going to be there for you when you need it. -
It’s really complicated.That's why you’re hiring me.
After 40 years and hundreds of clients with complex situations, I’ve seen it all. I’ve untangled dozens of complex life insurance issues and can apply my experience to help you with a clear solution. -
I don’t want to think about death and dying.That’s why you’re hiring me. Let me think about it for you.
Your Insurance Insider – Barry Koslow
After 40 years in the business, I continue to be convinced that this business is about people and not numbers. I work with the numbers so that people can achieve their goals.
Learn More about Barry
