Our Services

We are here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. Our common goal is to offer unparalleled service to all of our clients. Building upon the inherent strengths, we work closely together, as a family. We are a team that complements each other so we deliver the most favorable reccommendations for each individual client.

NYL_servicesPic



 

 

We will work with you to:

  1. Review your individual situation and personal objectives. Every family’s financial situation is unique. That’s why it’s so important to find out as much as we can about you and your financial goals. The more we know about you, the more precise recommendations we can make and the more we can help you. As a result, we may take some time to discuss your hopes, dreams and objectives — the things that really matter to you.
     
  2. Analyze and review your needs. As needed, we will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned.
     
  3. Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, we can recommend some insurance and financial products that can help you achieve your financial goals.
     
  4. Coordinate your financial activities. If you would like, we can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors.
     
  5. Monitor progress; provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. We will work with you over the years to help keep your program on track with your changing needs.


Services Include:
In addition to being an agent for New York Life Insurance Company, Greg Genovese is a registered representative for NYLIFE Securities, LLC., (Member FINRA/SIPC), 100 Jericho Quadrangle, Jericho, NY 11753, (516) 934-9200. Genovese Associates has enjoyed a successful growth by helping clients in many areas. We offer whole life and term insurance for individuals; individual and group health insurance;mutual funds#; and retirement funding for individuals and businesses. One of our goals at Genovese Associates is to continue to meet your changing needs, and to ensure that we are here to keep you apprised of these changes and how they can have an impact on the conditions of your business, personal finances and estate. We have the skill and experience to guide you in making the appropriate decisions relevant to your current life status.


- Personal Planning
Genovese Associates provides products for personal planning in the areas of college funding, mortgage protection, retirement funding, estate conservation, charitable giving, gifts to children/grandchildren, and IRA funding.

- Business Planning
Genovese Associates also offers Buy-Sell Funding with Life Insurance; Deferred Compensation Funding with Life Insurance; Key Person Protection; Funding for Qualified Plans (SEPs, TSAs, Keoghs, 401(k)s; Group Health Insurance; and Funding for Salary Continuation Plans.


#Offered by NYLIFE Securities LLC. (member FINRA/SIPC)

Calculators

Newsletters

Subscribe to our Newsletter