Nathan M. Perlmutter, CLU®, CHFC®
President and CEO, General Agent
Nathan M. Perlmutter, CLU®, ChFC®, the President and Chief Executive Officer of Forest Hills Financial Group, Inc., founded the agency in 1980 as a General Agent of The Guardian Life Insurance Company of America, New York City, NY. The Agency is one of the leading agencies representing Guardian. Forest Hills Financial Group, Inc. is presently a charter member of Guardian’s Presidents Forum. Nat has served three terms as Chairman of Guardian’s prestigious Field Advisory Board. His agency was built from scratch with two associates and 400 square feet, and Nat was one of the two associates and has become a Master Agency award winner.
Nat is a past NAIFA (National Association of Insurance and Financial Advisors) Trustee and the Past President of the New York State and New York City Life Underwriters Association. He is the recipient of both the Spencer McCarty and the Julian Myrick awards, the two highest professional honors given to a life underwriter by the New York State and New York City Associations respectively.
Nat is a Past President of AALU, (Association for Advanced Life Underwriting) and a Platinum contributor to its Legislative Circle. Nat is also a past member of the Board of Directors of the Life and Health Foundation for Education, as well as being an Emissary IFAPAC contributor and an associate member of the American Society of Pension Actuaries.
Nat has served numerous times on the boards of many local insurance organizations. He is a Past President of the Brooklyn/Queens Branch of the New York City General Agents and Managers Association, 1978-80; Atlantic Agency Managers Association, 1982-83; and the Queens Branch of the New York City Association of Life Underwriters, 1985-86 and 1988-89.
In 1994 Nat received the Torch of Liberty Award from the Life Insurance Division of the AntiDefamation League. The President of the Borough of Queens has awarded him the “Citation of Honor” for his work, dedication and service to the needs of children and families at the Queens Guidance Center.
Nat received his Chartered Life Underwriter® (CLU®) designation in 1978, and his Chartered Financial Consultant® (ChFC®) designation in 1996 from the American College in Bryn Mawr, PA. Nat has been married to Roz for 44 years. They have three children, Jacqueline, Andrea and David, and four grandchildren, Jordyn, Caden, Joey Emma and Levi.
Registered Representative & Investment Advisor of Park Avenue Securities, General Agent of Guardian