About
Michael Fliegelman, CLU®, ChFC®, AEP®, RFC®
Experience
- Independent Insurance and Chartered Financial Consultant
- Involved in the financial services profession since 1984.
- American College – Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®)
- Bachelor’s Degree in Business Administration from the State University of New York at New Paltz
Areas of Expertise
- Life Insurance, Disability Insurance & Long Term Care Insurance
- Estate Planning, Tax Planning & Business Succession Planning
- Retirement Planning & Pension Design
- Employee & Executive Benefits Planning
- Investments
- Holistic Financial Planning
Professional Affiliations and Awards
- National Network of Accountants
- Agency Management Training Council
- Life Underwriting Training Council (LUTC), 1985
- Member of The American Society of Financial Services Professionals
- Member National Association of Insurance & Financial Advisors
- Member General Agents & Manager Association (GAMA)
- Master Agency Award
After Business Hours
- Spending time with my wife Donna, son Danny and daughter Megan
- Golfing
- Sedona, AZ home, gazing up at the stars
- Avid Sports Fan
- Working with charitable organizations
Michael Fliegelman, CLU, ChFC, AEP, RFC
Independent Insurance and Chartered Financial Consultant
Phone: 631-262-9254
Email: Michael@MichaelFliegelman.com
Also Visit Me At:
| Michael Fliegelman | ||
| CLU, ChFC, AEP, RFC | ||
| Phone: 631-262-9254 | ||
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| Michael is now on the Governing Board of the Business Owner Resource Group |
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Asset Class Article
