Refer a Friend

Do you know someone who might share your concerns about financial security?

 

Professional

Before Alex Klein can speak intelligently about the services that might be appropriate for you and your family, he needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know him. 

Alex is a Northwestern Mutual Financial Network Representative who focuses his attention on defensive and offensive planning. He helps individuals, families, business owners, professionals, and responsible people all alike in general to understand their need for certain products such as life insurance, disability income insurance, long term care insurance, annuities and other various investment options. The way he finds the best solutions for his clients is by walking them through a Personal Needs Analysis. 

He holds the Certified in Long-Term Care (CLTC®) designation which is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary.  Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate. He Alex is here to provide quality solutions using world-class insurance services and access to a Network of Specialists to help you achieve a secure financial future.

Education

Degree Major Institution
Bachelor of Science Economics SUNY Stony Brook- New York