Polizzi Agency, Rochester, New York

New York and Florida State Residents Only, Please.


Please check the desired information.

Financial Products

College for Financial Planning, Why You Should Choose A CMFC Designee
SMP Agency Brochure (includes Who we are.)
 Putnam CollegeAdvantage Packet & Offering (complies with section 529 of Internal Revenue Code)
 IRA Consumer Guide
IRA Rollover Guide
Retirement Plans Pocket Guide
Individual Retirement Account (IRA & IRA Rollover) Packet & Prospectus
Simplified Employee Pension Plan (SEP-IRA) Packet & Prospectus
Single-Premuim Deferred Fixed Annuity Brochure
Variable Annuity Brochure
Mutual Fund Prospectus (please specify fund family)

Estate Taxes

The 10 Most Important Facts You Must Know About Estate Taxes!
Your Guide to Survivorship Life Insurance

Life Insurance

Life Insurance Buyer's Guide For New York
Family Life Insurance Needs Analysis
Universal Life Insurance: Flexibility You Need Today!
Choices In Term Insurance
Permanent Guaranteed Issue Life Insurance
Your Guide to Survivorship Life Insurance

Business Life Insurance

Using Life Insurance To Fund A Buy-Sell Agreement
Key Employee Life Insurance

Business / Group Plans

UNI-K Retirement Packet ("One-Person" 401(k) from Pioneer Investments)
 The Wall Street Journal, The One-Man Band Gets a 401(k) Gift. (reprint)
 Small Business Retirement Plans Guide
Employee Benefit Group Insurance Brochure
Group Long-Term Care Insurance Packet (for Employers and Associations)

Mortgage Protection

Who will pay your mortgage if you can't?

Disability Insurance

Disability Income Insurance - A Five Minute Course
Protecting Your Most Valuable Asset - Income Protection Insurance
Business Overhead Expense Coverage
Professional Overhead Expense Coverage

Long-Term Care Insurance for Nursing Homes and Home Care

Long-Term Care Insurance Mistakes to Avoid & Ways to Save Pamphlets
Long-Term Care Insurance Brochure
New York State Partnership for Long-Term Care Consumer Booklet
A Shopper's Guide To Long-Term Care Insurance
The Kiplinger Report, Will Nursing Home Bills Haunt Your Estate? (reprint)
 Modern Maturity, To Buy or Not to Buy. (reprint)
 New York State Partnership for Long-Term Care Packet  (please allow 2 weeks)

Contact Information

Please let us know where to reach you! Some information is required.

Name
Company Name
Address
City State Zip Code
Daytime Phone Evening Phone
Email Address

I was referred to this web site through:
Product Brochure
Yellow Pages / White Pages
Newspaper
Mail / Coupon Advertisement
WOKR News Email
Internet Resource / Search Engine (please specify)
E-mail or Online / Banner Advertisement
Friend, Relative or Colleague
Group or Association
Other or Internet Source Not Listed Above (please specify)

Comments / Questions


To send your request to our office, please click here:

To clear your request, click here:
Polizzi Agency, Rochester, New York

Products and agency services may not be available in all states. Stephen M. Polizzi is licensed for life, health and variable annuity products in the states of New York and Florida.

Securities offered through Peak Brokerage Services, LLC. Investment Advisory Services offered through Blackridge Asset Management, LLC. Stephen M. Polizzi Agency is a separate and independent entity from Peak Brokerage Services, LLC and Blackridge Asset Management, LLC. Member FINRA / SIPC.

Check the background of this investment professional on FINRA's BrokerCheck >>

Polizzi Agency, Rochester, New York
Polizzi Agency, Rochester, New York
Polizzi Agency, Rochester, New York

Term Life Insurance | Universal Life Insurance | Variable Universal Life Insurance | Whole Life Insurance
Survivorship Life Insurance | Disability Insurance | Long-Term Care Insurance | Annuity | Mutual Fund | IRA
SEP-IRA | Buy-Sell Funding | Key Employee Insurance | Group Employee Benefits | Retirement Plans
Online Term Quotes | Individual Quotes | Business Quotes | Group Quotes | Free Literature | Agency Profile | Home Page

Copyright © 1998-2018 Stephen M. Polizzi Agency, Rochester, New York