You’re the advisor your client needs. You’ll just do it all faster - and with greater ROI - with my help.
Your clients come to you because you’re the professional. You’ve got their backs. You’ve got all the answers.
Except for when you don’t.
Because some cases are extremely complicated. And some are a black hole demanding more time than you have.
Meanwhile, you have a dozen case files on your desk demanding resolution yesterday.
While you’ve got their back, I’ve got your back.
I’m a former life insurance company Vice President and Counsel, and previous agency Owner. Across 40 years in the business, I’ve specialized in life insurance design, utilization, business valuation, executive benefit plans, buy-sell arrangements, and more. I offer the resources of a carrier and, even better, the expertise of someone who has been in the trenches.
This means you get resolution quickly.Call me a coach. Call me a mentor. Call me your ace in the hole.
Just call me.
Free & Quick ConsultationHow I Can Help
Advice for Complex Insurance Sales
I help brokers and agents design cases to present to clients and secure the sale.
Product Selection & Carrier Issues
I use industry-recognized rating services to run analyses and ascertain the appropriate policies for your case (premiums, ratings, coverage, etc.). I also know the companies willing to insure clients with specific health issues.
Plan Design & Compliance
I provide guidance to meet the client’s goals, including the legal, compliance, and design aspects of the plan (and I don’t step on the pros working on the case).
Business Valuation
I use a nationally recognized database alongside 40 years of experience to determine the value of a business compared to similarly situated organizations.
Business Transition Arrangements
I deliver analysis to help businesses decide the appropriate transition upon the death of an owner. (There are tax implications that I can help with, too.)
Customized Executive Benefit Plan Design
I design, implement and review plans to retain or recruit sought-after talent and staff
Review Policies Owned by Your Business
Concerned your documentation isn’t up-to-date? Have partners joined or left the company? Have applicable tax law and regulations changed? Is the insurer financially strong? I review the pertinent documents including business valuation and contractual documentation.
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
Why work with me?
My help saves you time and money.
- During 7 years in the Law Department of UNUM (formerly Union Mutual), I worked on all aspects of life insurance from product design and implementation as well as litigation and working with government agencies on product approval.
- I formed a life insurance agency specializing in working with closely held businesses, banks, credit unions, hospitals, and not-for-profit service organizations.
- After 40 years and hundreds of clients with complex situations, I’ve seen it all. I’ve untangled dozens of complex life insurance issues.
- No matter what complications your facing, I will apply my experience to provide you with a clear solution, quickly.
Your Insurance Insider – Barry Koslow
Knowledge and experience combine to give me a different view of life insurance and its uses and purposes. I can often save time, money, and frustration by knowing where to go and how to get things done, whether it is dealing with insurance carriers, businesses, or individuals.
I work with clients’ advisors, not against them. I believe it is a team effort that produces the best results.
Learn More about BarryGet answers. Secure your future.
Professional Memberships & Licenses
Stay in touch
I’ll occasionally share well-considered insights about industry trends and what they mean to you and your clients.