Zisel Rosen, LUTCF
Registered Representative, Park Avenue Securities
Zisel Rosen is a financial services representative whose personal mission is to benefit her clients. She has spent the past 24 years educating and inspiring them to maximize their wealth, protect their assets, plan for retirement and offer resources to charitable interests. Since beginning her career in 1992, Zisel has added many professional achievements to her credit. She has an LUTCF designation from the Life Underwriters Training Council, and she is a consistent qualifier for the Million Dollar Round Table (MDRT) and an honored member of NAIFA. In 1996 she was invited to speak on “Successful Financial Career Strategies” to more than 1,000 colleagues at the Manhattan Sales Congress. She is one of only three new agents to achieve this honor so early in her career.
Zisel excels as a comprehensive financial representative for professionals, individuals, executives and business owners. Her customized plans use life insurance, disability income, estate and long term care as building blocks to achieve financial success. She also advises in the areas of cost segregation, pensions and profits. Her talents and approach form the cornerstone of her many successful long-term client relationships. Zisel’s professional experience has sharpened her insight into the needs of others.
A strong sense of community and philanthropic work keep her actively involved with Tomchei Shabbos, an organization that sends food packages to families in need. She was the July 2007 Guest of Honor for the Bikur Cholim D'Satmar, which has helped sick people throughout the tri-state area for the past 50 years. Zisel is a Rockland County resident and has offices in Manhattan. You can contact her at [email protected] or call her Direct Dial (646) 638-9852 for help with: Estate Planning • Disability Income • Life Insurance • Long Term Care
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian